We are live on ! Find out more
MFS

Mirabella Financial Services Portfolio holdings

AUM $1.03B
1-Year Est. Return 19.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$18.5M
3
+$16.9M
4
TU icon
Telus
TU
+$15.8M
5
VOD icon
Vodafone
VOD
+$13.2M

Top Sells

1
+$11M
2
+$10.6M
3
+$7.75M
4
PBCT
People's United Financial Inc
PBCT
+$7.4M
5
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$7.21M

Sector Composition

1 Technology 16.51%
2 Financials 16.21%
3 Healthcare 12.46%
4 Communication Services 10.13%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-271
502
– –
-15,132
503
– –
-6,654
504
– –
-3,019
505
– –
-12,122
506
– –
-2,214
507
– –
-25,290
508
– –
-1,866
509
– –
-16,736
510
– –
-2,411
511
– –
-11,005
512
– –
-8,798
513
– –
-62,826
514
– –
-8,994
515
– –
-16,332
516
– –
-467
517
– –
-565
518
– –
-39,152
519
– –
-2,890
520
– –
-29,160
521
– –
-10,359
522
– –
-12,588
523
– –
-4,553
524
– –
-6,876
525
– –
-21,594
18 19 20
21
22