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
$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
576
– –
-18,591
577
– –
-64,594
578
– –
-64,387
579
– –
-49,261
580
– –
-10,000
581
– –
-839
582
– –
-40,798
583
– –
-924
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