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
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