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
$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
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
– –
-2,130
502
– –
-1,330
503
– –
-3,699
504
– –
-6,092
505
– –
-2,376
506
– –
-3,701
507
– –
-12,180
508
– –
-9,239
509
– –
-25,280
510
– –
-4,102
511
– –
-46,860
512
– –
-7,500
513
– –
-27,602
514
– –
-3,670
515
– –
-12,335
516
– –
-18,619
517
– –
-11,100
518
– –
-14,728
519
– –
-130,204
520
– –
-2,145
521
– –
-1,787
522
– –
-2,973
523
– –
-10,277
524
– –
-11,703
525
– –
-3,393
19 20
21
22 23