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
$1.01B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1 +$83.2M
2 +$23M
3 +$17.3M
4
EHC icon
Encompass Health
EHC
+$11.3M
5
DKNG icon
DraftKings
DKNG
+$10.9M

Top Sells

1 +$34.4M
2 +$20.1M
3 +$16.7M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$11.7M
5
ENOV icon
Enovis
ENOV
+$10.6M

Sector Composition

1 Healthcare 10.71%
2 Industrials 9.04%
3 Financials 9%
4 Technology 7.04%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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