MFS

Mirabella Financial Services Portfolio holdings

AUM $1.04B
1-Year Est. Return 13.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$703M
AUM Growth
-$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$13.1M
3
+$11M
4
CRH icon
CRH
CRH
+$10.6M
5
LIN icon
Linde
LIN
+$10.6M

Top Sells

1
+$29.1M
2
+$14M
3
+$11.8M
4
CPA icon
Copa Holdings
CPA
+$11.8M
5
AAPL icon
Apple
AAPL
+$11.6M

Sector Composition

1 Industrials 19.53%
2 Technology 17.56%
3 Consumer Discretionary 9.67%
4 Materials 9.51%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-2,501
402
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403
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-25,670
404
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-208,929
405
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-76,814
406
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-6,603
407
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-3,135
408
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-42,800
409
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-13,467
410
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-76,007
411
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-6,865
412
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-14,410
413
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-3,895
414
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-21,145
415
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-35,098
416
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-94,555
417
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-31,500
418
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-32,760
419
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-5,199
420
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0
421
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-24,482
422
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-152,984
423
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-99,900
424
– –
-49,123
425
– –
-46,640
15 16
17
18 19