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
176
$1.21M 0.14%
+9,785
177
$1.13M 0.13%
71,112
-25,929
178
$1.13M 0.13%
+12,409
179
$1.13M 0.13%
6,009
-1,887
180
$1.12M 0.13%
+18,530
181
$1.11M 0.13%
+4,900
182
$1.1M 0.13%
+33,340
183
$1.1M 0.13%
+26,800
184
$1.09M 0.13%
+5,907
185
$1.09M 0.13%
22,433
+15,870
186
$1.09M 0.13%
24,396
+19,356
187
$1.09M 0.13%
+9,492
188
$1.08M 0.13%
+5,415
189
$1.08M 0.13%
+34,542
190
$1.07M 0.12%
+3,596
191
$1.06M 0.12%
16,036
+11,686
192
$1.06M 0.12%
+3,094
193
$1.05M 0.12%
+11,644
194
$1.05M 0.12%
+82,521
195
$1.04M 0.12%
+24,269
196
$1.03M 0.12%
+59,939
197
$1.02M 0.12%
+2,292
198
$1.02M 0.12%
8,783
+6,710
199
$1.02M 0.12%
4,124
-410
200
$1.02M 0.12%
21,285
-31,768
6 7
8
9 10