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
201
$998K 0.12%
+237,636
202
$990K 0.12%
+29,670
203
$987K 0.11%
16,799
+9,111
204
$982K 0.11%
2,424
+1,524
205
$972K 0.11%
+321,983
206
$968K 0.11%
+36,675
207
$948K 0.11%
+8,301
208
$946K 0.11%
+10,597
209
$945K 0.11%
+7,152
210
$945K 0.11%
+12,299
211
$942K 0.11%
+2,922
212
$939K 0.11%
+12,107
213
$938K 0.11%
+2,112
214
$918K 0.11%
10,231
+7,531
215
$916K 0.11%
1,702
-70
216
$915K 0.11%
367
+280
217
$900K 0.1%
26,152
+18,110
218
$895K 0.1%
+6,060
219
$892K 0.1%
+4,491
220
$889K 0.1%
2,596
+1,666
221
$878K 0.1%
+6,603
222
$866K 0.1%
6,865
+4,403
223
$863K 0.1%
8,327
+1,692
224
$858K 0.1%
+50,951
225
$843K 0.1%
+6,202
7 8
9
10 11