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
351
$254K 0.03%
+5,408
352
$254K 0.03%
+2,662
353
$254K 0.03%
+4,054
354
$253K 0.03%
+9,835
355
$252K 0.03%
+4,853
356
$252K 0.03%
+1,960
357
$249K 0.03%
+11,143
358
$249K 0.03%
+1,900
359
$247K 0.03%
+3,643
360
$244K 0.03%
+18,631
361
$244K 0.03%
1,500
-24,440
362
$244K 0.03%
+15,545
363
$244K 0.03%
+1,300
364
$243K 0.03%
+12,029
365
$243K 0.03%
+6,118
366
$243K 0.03%
+18,019
367
$240K 0.03%
+3,700
368
$239K 0.03%
2,018
-1,297
369
$238K 0.03%
+3,820
370
$237K 0.03%
+8,440
371
$236K 0.03%
+2,493
372
$235K 0.03%
+2,360
373
$232K 0.03%
1,123
-129
374
$232K 0.03%
+5,854
375
$230K 0.03%
+6,067
13 14
15
16 17