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
$1.01B
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 		Capital Flow
526
– –
-25,253
527
– –
-4,471
528
– –
-18,670
529
– –
-25,475
530
– –
-13,500
531
– –
-20,018
532
– –
-6,160
533
– –
-2,117
534
– –
-4,996
535
– –
-498,360
536
– –
-20,170
537
– –
-43,134
538
– –
-13,797
539
– –
-6,362
540
– –
-12,028
541
– –
0
542
– –
-9,253
543
– –
-72,840
544
– –
-41,795
545
– –
-6,960
546
– –
-2,662
547
– –
-14,970
548
– –
-462
549
– –
-19,841
550
– –
-4,764
20 21
22
23 24