MFS

Mirabella Financial Services Portfolio holdings

AUM $1.04B
1-Year Est. Return 13.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.67%
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
501
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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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509
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510
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511
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512
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513
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-2,828
514
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515
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516
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517
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518
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519
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520
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-829
521
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522
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523
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524
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525
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-8,211
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