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
$319M
AUM Growth
-$477M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.17M
3
+$4.14M
4
BSX icon
Boston Scientific
BSX
+$4.05M
5
ICLR icon
Icon
ICLR
+$3.96M

Top Sells

1
+$19.8M
2
+$19.6M
3
+$18.2M
4
OXY.WS icon
Occidental Petroleum Corp Warrants
OXY.WS
+$17.9M
5
TU icon
Telus
TU
+$16.6M

Sector Composition

1 Healthcare 22.45%
2 Communication Services 15.42%
3 Technology 13.42%
4 Financials 11.26%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$287K 0.09%
+1,913
177
$284K 0.09%
+4,777
178
$283K 0.09%
33,586
+3,440
179
$279K 0.09%
+1,519
180
$278K 0.09%
+5,532
181
$274K 0.09%
+3,162
182
$274K 0.09%
+1,005
183
$274K 0.09%
+15,591
184
$274K 0.09%
+3,526
185
$271K 0.08%
+1,344
186
$271K 0.08%
+7,158
187
$270K 0.08%
+1,772
188
$269K 0.08%
+2,777
189
$268K 0.08%
+952
190
$267K 0.08%
+8,418
191
$267K 0.08%
+10,626
192
$266K 0.08%
+5,669
193
$265K 0.08%
+2,739
194
$263K 0.08%
+2,968
195
$262K 0.08%
+6,336
196
$261K 0.08%
+4,489
197
$260K 0.08%
+702
198
$260K 0.08%
+4,466
199
$258K 0.08%
1,085
+59
200
$258K 0.08%
+8,455
6 7
8
9 10