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
$1.37B
AUM Growth
+$675M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
747
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$64.9M
3
+$52.6M
4
CUK icon
Carnival PLC
CUK
+$39.5M
5
UAA icon
Under Armour
UAA
+$36.4M

Top Sells

1
+$17.1M
2
+$16.7M
3
+$15.4M
4
SYK icon
Stryker
SYK
+$12.2M
5
PTC icon
PTC
PTC
+$11.6M

Sector Composition

1 Communication Services 28.18%
2 Technology 12.76%
3 Consumer Discretionary 12.36%
4 Industrials 8.45%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
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-120,690
577
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578
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-8,429
579
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580
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$0 ﹤0.01%
14,100
-162,454
582
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-9,380
583
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584
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585
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586
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587
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588
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589
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590
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591
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-35,000
592
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593
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-35,643
594
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595
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596
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597
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598
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-14,836
599
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600
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-3,508
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