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
$1.37B
AUM Growth
+$675M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
747
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$64.9M
3
+$52.6M
4
CUK icon
Carnival PLC
CUK
+$39.5M
5
UAA icon
Under Armour
UAA
+$36.4M

Top Sells

1
+$17.1M
2
+$16.7M
3
+$15.4M
4
SYK icon
Stryker
SYK
+$12.2M
5
PTC icon
PTC
PTC
+$11.6M

Sector Composition

1 Communication Services 28.18%
2 Technology 12.76%
3 Consumer Discretionary 12.36%
4 Industrials 8.45%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$89.7K 0.01%
+11,762
477
$89K 0.01%
+14,912
478
$80.1K 0.01%
+10,143
479
$79K 0.01%
+10,810
480
$77.8K 0.01%
+10,040
481
$75.7K 0.01%
+10,770
482
$68.9K 0.01%
+10,763
483
$29.6K ﹤0.01%
+637
484
– –
-10,000
485
– –
-28,236
486
– –
-10,040
487
– –
-12,093
488
– –
-35,000
489
– –
-184,420
490
– –
-35,655
491
– –
-80,000
492
– –
-11,320
493
– –
-40,320
494
– –
-47,017
495
– –
-17,135
496
– –
-3,803
497
– –
-2,169
498
– –
-39,612
499
– –
-31,103
500
– –
-119,208
18 19
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