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
$796M
AUM Growth
+$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$18.5M
3
+$16.9M
4
TU icon
Telus
TU
+$15.8M
5
VOD icon
Vodafone
VOD
+$13.2M

Top Sells

1
+$11M
2
+$10.6M
3
+$7.75M
4
PBCT
People's United Financial Inc
PBCT
+$7.4M
5
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$7.21M

Sector Composition

1 Technology 16.51%
2 Financials 16.21%
3 Healthcare 12.46%
4 Communication Services 10.13%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-5,748
427
– –
-4,330
428
– –
-24,450
429
– –
-1,634
430
– –
-81,321
431
– –
-22,791
432
– –
-37,500
433
– –
-3,827
434
– –
-5,008
435
– –
-2,321
436
– –
-2,411
437
– –
-2,425
438
– –
-9,379
439
– –
-24,913
440
– –
-1,670
441
– –
-24,804
442
– –
-94,814
443
– –
-10,218
444
– –
-9,439
445
– –
-3,401
446
– –
-5,674
447
– –
-5,285
448
– –
-6,882
449
– –
-1,820
450
– –
-8,058
16 17
18
19 20