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
$762M
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1 +$24.2M
2 +$23.9M
3 +$16.7M
4
IP icon
International Paper
IP
+$16.6M
5
SE icon
Sea Limited
SE
+$15.5M

Top Sells

1 +$18.4M
2 +$17.1M
3 +$11M
4
LH icon
Labcorp
LH
+$9.83M
5
VOD icon
Vodafone
VOD
+$9.71M

Sector Composition

1 Healthcare 18.4%
2 Technology 14.36%
3 Financials 14.03%
4 Consumer Discretionary 9.32%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-275,130
452
-40,288
453
-3,780
454
-10,124
455
-211,581
456
-2,250
457
-47,084
458
-10,255
459
-2,558
460
-31,325
461
-2,273
462
-1,753
463
-39,130
464
-4,602
465
-1,710
466
-12,730
467
-9,312
468
-18,817
469
-17,061
470
-10,649
471
-2,099
472
-13,854
473
-13,238
474
-6,668
475
-3,014