MFS

Mirabella Financial Services Portfolio holdings

AUM $1.18B
1-Year Est. Return 14.25%
This Quarter Est. Return
1 Year Est. Return
+14.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
-$477M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.76M
3
+$4.31M
4
GPN icon
Global Payments
GPN
+$4.19M
5
BSX icon
Boston Scientific
BSX
+$4.14M

Top Sells

1
+$32.8M
2
+$31.8M
3
+$19.8M
4
PKG icon
Packaging Corp of America
PKG
+$19.3M
5
NSC icon
Norfolk Southern
NSC
+$19.3M

Sector Composition

1 Healthcare 22.45%
2 Communication Services 15.42%
3 Technology 13.42%
4 Financials 11.26%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-51,000
477
– –
-265,269
478
– –
-61,000
479
– –
-8,330
480
– –
-146,830
481
– –
-56,760
482
– –
-6,915
483
– –
-7,252
484
– –
-373,998
16 17 18 19
20