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
$1.01B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$77.1M
2
+$19.2M
3
+$15.9M
4
RMD icon
ResMed
RMD
+$10.5M
5
EHC icon
Encompass Health
EHC
+$9.86M

Top Sells

1
+$34.4M
2
+$18.8M
3
+$16.1M
4
ENOV icon
Enovis
ENOV
+$10.6M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$10.3M

Sector Composition

1 Healthcare 10.71%
2 Industrials 9.01%
3 Financials 9%
4 Technology 7.04%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$359K 0.04%
+9,560
302
$354K 0.03%
+4,569
303
$352K 0.03%
2,294
+635
304
$350K 0.03%
+5,737
305
$349K 0.03%
4,513
-3,315
306
$345K 0.03%
+8,214
307
$334K 0.03%
+1,573
308
$326K 0.03%
3,995
+1,738
309
$324K 0.03%
4,599
+2,239
310
$323K 0.03%
+4,823
311
$322K 0.03%
+13,976
312
$321K 0.03%
+1,840
313
$319K 0.03%
10,572
+1,362
314
$319K 0.03%
+1,065
315
$315K 0.03%
+587
316
$313K 0.03%
+1,855
317
$312K 0.03%
+1,713
318
$310K 0.03%
+2,234
319
$307K 0.03%
+13,736
320
$306K 0.03%
9,342
-7,727
321
$303K 0.03%
6,412
-5,456
322
$303K 0.03%
+10,590
323
$302K 0.03%
+10,434
324
$301K 0.03%
6,533
+3,795
325
$300K 0.03%
+11,510
11 12
13
14 15