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
$520M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$16M
3
+$13.9M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$10.4M
5
HUM icon
Humana
HUM
+$8.65M

Top Sells

1
+$7.55M
2
+$7.11M
3
+$6.91M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$4.76M
5
CVS icon
CVS Health
CVS
+$4.31M

Sector Composition

1 Healthcare 17.89%
2 Financials 16.6%
3 Communication Services 10.36%
4 Industrials 9.8%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.58M 0.69%
+42,015
52
$3.58M 0.69%
15,300
+6,628
53
$3.54M 0.68%
14,509
+5,142
54
$3.42M 0.66%
59,060
55
$3.4M 0.65%
+23,134
56
$3.38M 0.65%
41,353
+13,925
57
$3.35M 0.64%
+375,823
58
$3.22M 0.62%
14,693
+8,333
59
$3.11M 0.6%
2,812
+493
60
$3.08M 0.59%
8,331
-20,696
61
$3.02M 0.58%
+112,080
62
$3.02M 0.58%
+29,420
63
$2.98M 0.57%
+73,123
64
$2.94M 0.57%
64,884
-22,466
65
$2.87M 0.55%
+18,591
66
$2.61M 0.5%
47,084
+42,618
67
$2.61M 0.5%
+39,109
68
$2.61M 0.5%
71,650
+37,726
69
$2.6M 0.5%
+64,594
70
$2.51M 0.48%
+90,900
71
$2.5M 0.48%
+41,462
72
$2.49M 0.48%
+30,720
73
$2.46M 0.47%
29,231
-30,497
74
$2.46M 0.47%
+31,890
75
$2.44M 0.47%
40,798
+33,689
1 2
3
4 5