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
1
$29.1M 3.38%
2,123,515
+184,487
2
$14M 1.63%
+130,865
3
$12.8M 1.49%
66,079
+26,977
4
$12.8M 1.49%
41,985
+40,707
5
$11.8M 1.37%
1,571,901
+348,957
6
$11.8M 1.37%
106,880
+69,375
7
$10.5M 1.22%
21,845
+19,080
8
$10.2M 1.19%
+29,035
9
$10.1M 1.17%
+412,008
10
$10M 1.16%
+129,602
11
$9.34M 1.09%
+43,895
12
$9.21M 1.07%
+99,030
13
$9.04M 1.05%
23,887
+19,518
14
$8.96M 1.04%
+69,928
15
$8.69M 1.01%
52,517
+47,710
16
$8.67M 1.01%
+32,837
17
$8.41M 0.98%
29,291
+24,312
18
$8.39M 0.97%
103,042
-19,690
19
$8.35M 0.97%
24,520
+16,074
20
$7.93M 0.92%
415,042
+235,960
21
$7.88M 0.92%
+198,781
22
$7.86M 0.91%
+16,753
23
$7.85M 0.91%
60,963
+55,502
24
$7.42M 0.86%
+33,002
25
$6.8M 0.79%
52,183
-15,951
1
2 3 4 5