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
$762M
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$23.9M
3
+$16.7M
4
IP icon
International Paper
IP
+$16.6M
5
SE icon
Sea Limited
SE
+$15.5M

Top Sells

1
+$18.4M
2
+$17.1M
3
+$11M
4
LH icon
Labcorp
LH
+$9.83M
5
VOD icon
Vodafone
VOD
+$9.71M

Sector Composition

1 Healthcare 18.4%
2 Technology 14.36%
3 Financials 14.03%
4 Consumer Discretionary 9.32%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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-2,946
502
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503
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504
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505
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506
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507
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508
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-267,603
509
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-11,204
510
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-24,262
511
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-1,381
512
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-111,922
513
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0
514
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515
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516
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-21,765
517
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518
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519
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520
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521
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522
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-41,160
523
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-1,397
524
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-2,150
525
– –
-2,511
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