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
$1.78B
AUM Growth
+$409M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$46M
3
+$43.5M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$39.8M
5
NVDA icon
NVIDIA
NVDA
+$27.2M

Top Sells

1
+$19.8M
2
+$19.8M
3
+$19.6M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$18.2M
5
UAA icon
Under Armour
UAA
+$17.3M

Sector Composition

1 Utilities 27.41%
2 Communication Services 22.77%
3 Technology 11.96%
4 Healthcare 9.53%
5 Consumer Discretionary 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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402
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403
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404
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405
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406
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407
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408
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409
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-34,798
410
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411
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412
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413
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414
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415
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416
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417
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418
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-6,899
419
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420
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-45,153
421
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422
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-354
423
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424
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425
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-2,145
15 16
17
18 19