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
$520M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$16M
3
+$13.9M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$10.4M
5
HUM icon
Humana
HUM
+$8.65M

Top Sells

1
+$7.55M
2
+$7.11M
3
+$6.91M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$4.76M
5
CVS icon
CVS Health
CVS
+$4.31M

Sector Composition

1 Healthcare 17.89%
2 Financials 16.6%
3 Communication Services 10.36%
4 Industrials 9.8%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-39,060
427
– –
-8,455
428
– –
-10,500
429
– –
-3,055
430
– –
-8,074
431
– –
-40,330
432
– –
-3,467
433
– –
-8,764
434
– –
-160,000
14 15 16 17
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