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
$1.01B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$83.2M
2
+$23M
3
+$17.3M
4
EHC icon
Encompass Health
EHC
+$11.3M
5
DKNG icon
DraftKings
DKNG
+$10.9M

Top Sells

1
+$34.4M
2
+$20.1M
3
+$16.7M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$11.7M
5
ENOV icon
Enovis
ENOV
+$10.6M

Sector Composition

1 Healthcare 10.71%
2 Industrials 9.04%
3 Financials 9%
4 Technology 7.04%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-20,430
652
– –
-7,120
653
– –
-30,996
654
– –
-3,976
655
– –
-2,233
656
– –
-2,375
657
– –
-10,530
658
– –
-7,998
659
– –
-11,800
660
– –
-580
661
– –
-17,812
662
– –
-11,465
663
– –
-12,400
664
– –
-15,128
665
– –
-24,222
666
– –
-9,767
667
– –
-6,585
668
– –
-653
669
– –
-10,841
670
– –
-2,493
671
– –
-16,200
672
– –
-4,175
673
– –
-17,797
674
– –
-154,999
675
– –
-24,165
25 26
27
28 29