We are live on ! Find out more
MFS

Mirabella Financial Services Portfolio holdings

AUM $1.03B
1-Year Est. Return 19.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$961M
AUM Growth
-$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$69.2M
3
+$62M
4
GOGL
Golden Ocean Group
GOGL
+$35.8M
5
NIO icon
NIO
NIO
+$35.1M

Top Sells

1
+$34.3M
2
+$11.8M
3
+$9.07M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$8.14M
5
NXPI icon
NXP Semiconductors
NXPI
+$7.13M

Sector Composition

1 Healthcare 12.41%
2 Industrials 7.86%
3 Financials 5.87%
4 Technology 3.81%
5 Consumer Discretionary 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-87,050
402
– –
-4,806
403
– –
-8,629
404
– –
-9,477
405
– –
-12,363
406
– –
-31,050
407
– –
-18,174
408
– –
-18,161
409
– –
-11,253
410
– –
-19,038
411
– –
-21,400
412
– –
-31,575
413
– –
-14,809
414
– –
-4,788
415
– –
-168,226
416
– –
-18,154
417
– –
-4,310
418
– –
-93,460
419
– –
-5,241
420
– –
-1,610
421
– –
-81,785
422
– –
-12,117
423
– –
-11,953
424
– –
-4,122
425
– –
-7,646
15 16
17
18 19