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
$860M
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$11.8M
3
+$10.3M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.78M
5
DHR icon
Danaher
DHR
+$9.29M

Top Sells

1
+$14.9M
2
+$14M
3
+$13.6M
4
VRNA
Verona Pharma
VRNA
+$10.4M
5
CNH
CNH Industrial
CNH
+$10.3M

Sector Composition

1 Healthcare 23.78%
2 Technology 15.2%
3 Consumer Discretionary 9.98%
4 Industrials 8.93%
5 Energy 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
-43,627
527
– –
-39,818
528
– –
-11,802
529
– –
-28,464
530
– –
-67,650
531
– –
-11,493
532
– –
-27,101
533
– –
-42,940
534
– –
-12,400
535
– –
-677,504
536
– –
-12,671
537
– –
-19,736
538
– –
-48,309
539
– –
-132,709
540
– –
-6,267
541
– –
-4,134
542
– –
-24,237
543
– –
-34,654
544
– –
-9,457
545
– –
-57,000
546
– –
-57,388
547
– –
-58,180
548
– –
-9,757
549
– –
-28,180
550
– –
-11,331
20 21
22
23 24