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
$703M
AUM Growth
-$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$13.1M
3
+$11M
4
CRH icon
CRH
CRH
+$10.6M
5
LIN icon
Linde
LIN
+$10.6M

Top Sells

1
+$29.1M
2
+$14M
3
+$11.8M
4
CPA icon
Copa Holdings
CPA
+$11.8M
5
AAPL icon
Apple
AAPL
+$11.6M

Sector Composition

1 Industrials 19.53%
2 Technology 17.56%
3 Consumer Discretionary 9.67%
4 Materials 9.51%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-4,351
652
– –
-10,231
653
– –
-13,702
654
– –
-11,644
655
– –
-8,301
656
– –
-27,995
657
– –
-23,348
658
– –
-29,183
659
– –
-3,415
660
– –
-10,084
661
– –
-1,592
662
– –
-1,955
663
– –
-415,042
664
– –
-2,130
665
– –
-39,562
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