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
301
$354K 0.04%
+7,032
302
$354K 0.04%
+10,841
303
$354K 0.04%
10,631
+1,759
304
$351K 0.04%
+17,242
305
$351K 0.04%
+6,960
306
$350K 0.04%
+1,615
307
$350K 0.04%
4,166
-73,610
308
$348K 0.04%
+5,728
309
$342K 0.04%
+7,315
310
$334K 0.04%
4,764
+1,544
311
$332K 0.04%
+4,782
312
$328K 0.04%
+2,031
313
$325K 0.04%
+222
314
$325K 0.04%
+8,251
315
$324K 0.04%
+7,826
316
$313K 0.03%
+1,718
317
$311K 0.03%
61,926
+5,159
318
$310K 0.03%
+12,583
319
$309K 0.03%
+6,160
320
$307K 0.03%
+2,412
321
$307K 0.03%
25,847
+5,385
322
$306K 0.03%
+4,745
323
$305K 0.03%
+1,620
324
$302K 0.03%
+4,309
325
$301K 0.03%
+14,967
11 12
13
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