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
$860M
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$11.8M
3
+$10.3M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.78M
5
DHR icon
Danaher
DHR
+$9.29M

Top Sells

1
+$14.9M
2
+$14M
3
+$13.6M
4
VRNA
Verona Pharma
VRNA
+$10.4M
5
CNH
CNH Industrial
CNH
+$10.3M

Sector Composition

1 Healthcare 23.78%
2 Technology 15.2%
3 Consumer Discretionary 9.98%
4 Industrials 8.93%
5 Energy 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.59M 0.19%
13,082
+8,341
152
$1.58M 0.18%
154,516
-76,798
153
$1.58M 0.18%
+8,599
154
$1.55M 0.18%
+14,976
155
$1.55M 0.18%
+3,089
156
$1.54M 0.18%
+154,031
157
$1.5M 0.17%
7,116
+179
158
$1.49M 0.17%
+22,944
159
$1.44M 0.17%
7,873
-17,822
160
$1.4M 0.16%
27,519
+11,425
161
$1.4M 0.16%
11,894
+10,294
162
$1.38M 0.16%
+99,900
163
$1.38M 0.16%
9,963
-5,970
164
$1.37M 0.16%
+94,555
165
$1.35M 0.16%
6,374
+1,818
166
$1.34M 0.16%
+59,423
167
$1.33M 0.16%
239,932
+39,932
168
$1.32M 0.15%
+69,573
169
$1.32M 0.15%
+15,719
170
$1.29M 0.15%
+14,958
171
$1.28M 0.15%
+18,567
172
$1.27M 0.15%
+4,932
173
$1.27M 0.15%
+10,751
174
$1.25M 0.15%
90,935
+75,955
175
$1.21M 0.14%
81,235
+51,025
5 6
7
8 9