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
-$199K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1 +$32.7M
2 +$27.1M
3 +$24.5M
4
LIN icon
Linde
LIN
+$21.1M
5
CUK icon
Carnival PLC
CUK
+$20.7M

Top Sells

1 +$36.1M
2 +$34.3M
3 +$30.2M
4
FRO icon
Frontline
FRO
+$22.3M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$19.4M

Sector Composition

1 Communication Services 24.6%
2 Healthcare 11.32%
3 Consumer Discretionary 11.24%
4 Technology 10.81%
5 Financials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
-48,315
677
-3,835
678
-7,541
679
-12,613
680
-7,669
681
-10,300
682
-93,209
683
-8,323
684
-33,260
685
-9,299
686
-421,747
687
-8,972
688
-6,038
689
-6,780
690
-499
691
-20,507
692
-2,368
693
-14,168
694
-89,955
695
-2,471
696
-2,007
697
-5,433
698
-11,556
699
-23,770
700
-14,380