We are live on ! Find out more
MFS

Mirabella Financial Services Portfolio holdings

AUM $1.03B
1-Year Est. Return 19.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$605M
AUM Growth
-$515M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$23.7M
3
+$15.1M
4
CNH
CNH Industrial
CNH
+$11M
5
FERG icon
Ferguson
FERG
+$10.5M

Top Sells

1
+$228M
2
+$115M
3
+$96.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$65.3M
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$35M

Sector Composition

1 Healthcare 40.91%
2 Industrials 12.5%
3 Technology 9.01%
4 Consumer Discretionary 7.81%
5 Energy 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-299,348
427
– –
-25,769
428
– –
-12,332
429
– –
-6,895
430
– –
-6,070
431
– –
-15,138
432
– –
-35,785
433
– –
-987
434
– –
-17,661
435
– –
-118,451
436
– –
-41,903
437
– –
-980,863
438
– –
-1,256
439
– –
-50,000
440
– –
-7,721
441
– –
-2,783
442
– –
-33,211
443
– –
-47,083
444
– –
-61,678
445
– –
-16,116
446
– –
-12,509
447
– –
-27,268
448
– –
-8,376
449
– –
-7,046
450
– –
-7,403
16 17
18
19 20