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
401
$201K 0.02%
4,471
-8,609
402
$200K 0.02%
+5,901
403
$198K 0.02%
+3,422
404
$197K 0.02%
21,869
+5,813
405
$189K 0.02%
+33,107
406
$186K 0.02%
+101,510
407
$186K 0.02%
23,170
-1,710
408
$169K 0.02%
+19,150
409
$168K 0.02%
25,475
+3,410
410
$158K 0.02%
36,340
+21,903
411
$157K 0.02%
14,702
+3,430
412
$152K 0.02%
29,523
-118
413
$151K 0.02%
+22,195
414
$146K 0.02%
+21,018
415
$144K 0.02%
24,222
+7,080
416
$139K 0.02%
14,048
+3,637
417
$139K 0.02%
+839
418
$138K 0.02%
11,288
-1,237
419
$137K 0.02%
20,170
+3,408
420
$132K 0.01%
+10,178
421
$131K 0.01%
+10,570
422
$129K 0.01%
+15,597
423
$127K 0.01%
24,118
-520
424
$127K 0.01%
+17,158
425
$126K 0.01%
+16,674
15 16
17
18 19