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
$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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-2,648
402
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403
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-19,345
404
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-3,850
405
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-5,850
406
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407
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-678
408
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-16,479
409
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-20,934
410
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-16,165
411
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-14,271
412
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-115,740
413
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-7,500
414
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-50,535
415
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-29,512
416
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0
417
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-10,716
418
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-36,762
419
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-3,685
420
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-65,194
421
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-11,160
422
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-11,460
423
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-1,263
424
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-10,781
425
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-26,503
15 16
17
18 19