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
-$199K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$27.1M
3
+$24.5M
4
LIN icon
Linde
LIN
+$21.1M
5
CUK icon
Carnival PLC
CUK
+$20.7M

Top Sells

1
+$36.1M
2
+$34.3M
3
+$30.2M
4
FRO icon
Frontline
FRO
+$22.3M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$19.4M

Sector Composition

1 Communication Services 24.6%
2 Healthcare 11.32%
3 Consumer Discretionary 11.24%
4 Technology 10.81%
5 Financials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
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478
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482
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-7,980
483
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-111,420
484
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485
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486
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487
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488
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489
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490
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491
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492
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493
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494
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495
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496
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497
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498
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499
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-318,449
500
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-36,600
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