MFS

Mirabella Financial Services Portfolio holdings

AUM $1.04B
1-Year Est. Return 13.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.67%
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
26
$6.79M 0.79%
+125,450
27
$6.54M 0.76%
25,000
-1,946
28
$6.32M 0.73%
17,192
+16,604
29
$6.12M 0.71%
142,081
+99,859
30
$6.08M 0.71%
56,711
+33,740
31
$6.08M 0.71%
+25,118
32
$6.05M 0.7%
+84,568
33
$6.01M 0.7%
+102,460
34
$5.95M 0.69%
+61,729
35
$5.89M 0.68%
+104,272
36
$5.76M 0.67%
249,779
37
$5.39M 0.63%
+104,164
38
$5.39M 0.63%
+57,015
39
$5.38M 0.63%
99,556
+70,741
40
$5.37M 0.62%
+444,371
41
$5.31M 0.62%
102,700
+92,220
42
$5.21M 0.61%
63,796
+2,212
43
$5.2M 0.6%
123,010
+11,620
44
$5.2M 0.6%
257,860
+207,860
45
$5.2M 0.6%
+13,591
46
$5.16M 0.6%
24,889
+9,184
47
$5.11M 0.59%
208,929
+115,254
48
$5.06M 0.59%
+17,592
49
$5.06M 0.59%
+49,562
50
$4.97M 0.58%
280,846
-19,154
1
2
3 4 5