MFS

Mirabella Financial Services Portfolio holdings

AUM $1.04B
1-Year Est. Return 13.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1 +$83.2M
2 +$23M
3 +$17.3M
4
EHC icon
Encompass Health
EHC
+$11.3M
5
DKNG icon
DraftKings
DKNG
+$10.9M

Top Sells

1 +$34.4M
2 +$20.1M
3 +$16.7M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$11.7M
5
ENOV icon
Enovis
ENOV
+$10.6M

Sector Composition

1 Healthcare 10.71%
2 Industrials 9.04%
3 Financials 9%
4 Technology 7.04%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$226K 0.02%
+13,663
402
$225K 0.02%
+3,660
403
$222K 0.02%
+2,740
404
$222K 0.02%
7,592
+1,203
405
$220K 0.02%
+12,363
406
$219K 0.02%
+9,010
407
$218K 0.02%
+2,684
408
$215K 0.02%
+2,577
409
$214K 0.02%
+10,318
410
$212K 0.02%
+9,340
411
$212K 0.02%
8,017
-4,176
412
$212K 0.02%
+13,421
413
$210K 0.02%
+2,646
414
$210K 0.02%
+25,477
415
$209K 0.02%
1,455
-11,323
416
$209K 0.02%
+2,950
417
$207K 0.02%
+1,341
418
$206K 0.02%
+3,154
419
$204K 0.02%
+6,200
420
$203K 0.02%
1,846
-114
421
$203K 0.02%
+13,745
422
$202K 0.02%
+8,629
423
$200K 0.02%
4,755
-7,365
424
$167K 0.02%
+10,066
425
$167K 0.02%
+15,908