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
$860M
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$11.8M
3
+$10.3M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.78M
5
DHR icon
Danaher
DHR
+$9.29M

Top Sells

1
+$14.9M
2
+$14M
3
+$13.6M
4
VRNA
Verona Pharma
VRNA
+$10.4M
5
CNH
CNH Industrial
CNH
+$10.3M

Sector Composition

1 Healthcare 23.78%
2 Technology 15.2%
3 Consumer Discretionary 9.98%
4 Industrials 8.93%
5 Energy 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$64.1K 0.01%
+13,467
452
$59.9K 0.01%
+1,792
453
$57.3K 0.01%
+846
454
$55.1K 0.01%
+24,482
455
$53.2K 0.01%
+16,582
456
$51.4K 0.01%
+36,431
457
$47.7K 0.01%
+11,153
458
$47.6K 0.01%
+579
459
$47.3K 0.01%
+1,601
460
$45.7K 0.01%
+1,427
461
$44.1K 0.01%
+19,845
462
$40.3K ﹤0.01%
+396
463
$28.7K ﹤0.01%
14,000
464
– –
-123,152
465
– –
-5,465
466
– –
-7,198
467
– –
-29,670
468
– –
-14,698
469
– –
-167,364
470
– –
-24,297
471
– –
-46,338
472
– –
-69,676
473
– –
-56,910
474
– –
-66,363
475
– –
-21,736
17 18
19
20 21