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
376
$229K 0.03%
+2,545
377
$229K 0.03%
+2,071
378
$229K 0.03%
+1,954
379
$227K 0.03%
+3,300
380
$224K 0.02%
+1,507
381
$223K 0.02%
+7,965
382
$222K 0.02%
+3,448
383
$222K 0.02%
+2,738
384
$221K 0.02%
+4,474
385
$220K 0.02%
+3,510
386
$219K 0.02%
+3,500
387
$219K 0.02%
+2,205
388
$217K 0.02%
+2,831
389
$211K 0.02%
1,970
-3,601
390
$210K 0.02%
+5,072
391
$209K 0.02%
+9,534
392
$208K 0.02%
+1,282
393
$207K 0.02%
+380
394
$207K 0.02%
+44,160
395
$207K 0.02%
+3,467
396
$207K 0.02%
25,963
+11,320
397
$204K 0.02%
+11,932
398
$204K 0.02%
1,647
-1,653
399
$202K 0.02%
+3,500
400
$201K 0.02%
+2,257
14 15
16
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