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
$762M
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1 +$24.2M
2 +$23.9M
3 +$16.7M
4
IP icon
International Paper
IP
+$16.6M
5
SE icon
Sea Limited
SE
+$15.5M

Top Sells

1 +$18.4M
2 +$17.1M
3 +$11M
4
LH icon
Labcorp
LH
+$9.83M
5
VOD icon
Vodafone
VOD
+$9.71M

Sector Composition

1 Healthcare 18.4%
2 Technology 14.36%
3 Financials 14.03%
4 Consumer Discretionary 9.32%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-49,261
552
-10,000
553
-839
554
-40,798
555
-13,854
556
-13,238
557
-6,668
558
-3,014
559
-94,475
560
-3,914
561
-2,814
562
-2,665
563
-4,300
564
-29,420
565
-14,169
566
-12,786
567
-29,055
568
-7,791
569
-1,530
570
-924
571
-77,917
572
-1,312
573
-7,606
574
-3,357
575
-217,958