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
251
$481K 0.05%
12,803
+5,021
252
$476K 0.05%
+7,489
253
$475K 0.05%
+4,175
254
$467K 0.05%
+13,996
255
$465K 0.05%
+6,042
256
$465K 0.05%
+7,587
257
$464K 0.05%
+20,018
258
– –
0
259
$461K 0.05%
+3,658
260
$459K 0.05%
+16,549
261
$458K 0.05%
9,210
-59,311
262
$456K 0.05%
+5,244
263
$454K 0.05%
+7,036
264
$453K 0.05%
+8,918
265
$449K 0.05%
+2,457
266
$446K 0.05%
+12,028
267
$445K 0.05%
+5,772
268
$444K 0.05%
+6,952
269
$440K 0.05%
+8,342
270
$437K 0.05%
+5,123
271
$435K 0.05%
+2,375
272
$435K 0.05%
+4,800
273
$434K 0.05%
+3,105
274
$433K 0.05%
+3,268
275
$431K 0.05%
+5,507
9 10
11
12 13