MFS

Mirabella Financial Services Portfolio holdings

AUM $1.15B
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
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 9.09%
4 Industrials 7.79%
5 Materials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$121K 0.01%
13,119
-6,630
427
$121K 0.01%
+18,800
428
$121K 0.01%
+10,530
429
$117K 0.01%
+10,258
430
$115K 0.01%
+12,213
431
$111K 0.01%
+13,903
432
$106K 0.01%
+16,200
433
$104K 0.01%
+13,899
434
$102K 0.01%
+8,590
435
$92K 0.01%
+20,365
436
$91K 0.01%
+232
437
$88K 0.01%
+1,636
438
$88K 0.01%
+10,822
439
$84K 0.01%
+31,400
440
$83K 0.01%
+72,100
441
$82K 0.01%
+3,610
442
$82K 0.01%
1,314
+309
443
$82K 0.01%
+2,233
444
$81K 0.01%
+19,540
445
$80K 0.01%
2,662
+653
446
$80K 0.01%
+13,151
447
$79K 0.01%
+1,608
448
$78K 0.01%
+4,340
449
$78K 0.01%
31,580
-4,070
450
$77K 0.01%
+20,319
16 17
18
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