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
$697M
AUM Growth
-$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.6M
3
+$13M
4
MSFT icon
Microsoft
MSFT
+$11.9M
5
AAPL icon
Apple
AAPL
+$10.3M

Top Sells

1
+$21.5M
2
+$20.3M
3
+$20M
4
LNG icon
Cheniere Energy
LNG
+$13.7M
5
LULU icon
lululemon athletica
LULU
+$12.1M

Sector Composition

1 Technology 25.56%
2 Industrials 20.78%
3 Communication Services 9.81%
4 Consumer Discretionary 7.74%
5 Healthcare 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-5,493
452
– –
-2,981
453
– –
-15,868
454
– –
-2,978
455
– –
-12,397
456
– –
-88,685
457
– –
-10,770
458
– –
-17,430
459
– –
-22,668
460
– –
-6,186
461
– –
-16,666
462
– –
-38,670
463
– –
-1,652
464
– –
-126,992
465
– –
-6,422
466
– –
-8,500
467
– –
-13,780
468
– –
-30,282
469
– –
-42,364
470
– –
-79,733
471
– –
-6,393
472
– –
-946
473
– –
-98,905
474
– –
-3,909
475
– –
-27,676
17 18
19
20 21