MFS

Mirabella Financial Services Portfolio holdings

AUM $1.18B
1-Year Est. Return 14.25%
This Quarter Est. Return
1 Year Est. Return
+14.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$879M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$24.2M
3
+$21.5M
4
MMM icon
3M
MMM
+$11.8M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$11.3M

Top Sells

1
+$23.5M
2
+$14.1M
3
+$12M
4
CRL icon
Charles River Laboratories
CRL
+$11.5M
5
TFX icon
Teleflex
TFX
+$11M

Sector Composition

1 Healthcare 10.76%
2 Financials 10.12%
3 Technology 9.05%
4 Industrials 7.79%
5 Materials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$563K 0.06%
+1,361
227
$559K 0.06%
+3,253
228
$553K 0.06%
+12,120
229
$549K 0.06%
+11,868
230
$549K 0.06%
+19,675
231
$546K 0.06%
2,294
-9,573
232
$546K 0.06%
+15,793
233
$543K 0.06%
+25,145
234
$540K 0.06%
+16,560
235
$533K 0.06%
+5,398
236
$533K 0.06%
+19,246
237
$532K 0.06%
43,900
+13,870
238
$531K 0.06%
+25,103
239
$531K 0.06%
+19,690
240
$502K 0.06%
17,000
+10
241
$499K 0.06%
2,886
+515
242
$497K 0.06%
+43,298
243
$497K 0.06%
15,523
+2,084
244
$497K 0.06%
4,980
-3,973
245
$495K 0.06%
+13,340
246
$493K 0.05%
+1,262
247
$490K 0.05%
+4,660
248
$489K 0.05%
49,600
249
$485K 0.05%
1,112
-16,248
250
$484K 0.05%
+14,070
8 9
10
11 12