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
$697M
AUM Growth
-$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.6M
3
+$13M
4
MSFT icon
Microsoft
MSFT
+$11.9M
5
AAPL icon
Apple
AAPL
+$10.3M

Top Sells

1
+$21.5M
2
+$20.3M
3
+$20M
4
LNG icon
Cheniere Energy
LNG
+$13.7M
5
LULU icon
lululemon athletica
LULU
+$12.1M

Sector Composition

1 Technology 25.56%
2 Industrials 20.78%
3 Communication Services 9.81%
4 Consumer Discretionary 7.74%
5 Healthcare 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-13,210
602
– –
-11,784
603
– –
-38,686
604
– –
-10,323
605
– –
-112,175
606
– –
-5,109
607
– –
-13,107
608
– –
-7,066
609
– –
-2,563
610
– –
-15,929
611
– –
-13,665
612
– –
-85,537
613
– –
-10,839
614
– –
-13,876
615
– –
-10,689
616
– –
-16,681
617
– –
-40,079
618
– –
-2,555
21 22 23 24
25