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
726
-4,745
727
-18,631
728
-55,246
729
-56,300
730
-20,018
731
-1,112
732
-1,282
733
-1,636
734
-40,469
735
-24,743
736
-26,321
737
-10,628
738
-5,072
739
-6,057
740
0
741
-22,600
742
-47,600
743
-15,930
744
-7,606
745
-298
746
-14,309
747
-37,708
748
-8,342
749
-2,071
750
-172,538