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
451
$77K 0.01%
+11,480
452
$76K 0.01%
+6,295
453
$75K 0.01%
+11,412
454
$75K 0.01%
12,987
-120
455
$75K 0.01%
+22,600
456
$74K 0.01%
+14,900
457
$74K 0.01%
+35,000
458
$73K 0.01%
+20,740
459
$73K 0.01%
+25,500
460
$72K 0.01%
+10,244
461
$72K 0.01%
+13,500
462
$72K 0.01%
+11,500
463
$71K 0.01%
+11,700
464
$66K 0.01%
19,706
-7,950
465
$64K 0.01%
+1,720
466
$63K 0.01%
+15,128
467
$61K 0.01%
+19,500
468
$60K 0.01%
+653
469
$59K 0.01%
15,547
-2,260
470
$58K 0.01%
+11,800
471
$58K 0.01%
1,464
-130
472
$56K 0.01%
12,612
-32,520
473
$56K 0.01%
+11,800
474
$55K 0.01%
11,412
-6,070
475
$55K 0.01%
485
+54
17 18
19
20 21