MFS

Mirabella Financial Services Portfolio holdings

AUM $953M
1-Year Est. Return 26.71%
This Quarter Est. Return
1 Year Est. Return
+26.71%
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
26
$5.04M 0.56%
23,237
-4,160
27
$4.99M 0.55%
+255,289
28
$4.46M 0.5%
19,676
-2,899
29
$3.99M 0.44%
+75,512
30
$3.98M 0.44%
218,117
31
$3.94M 0.44%
172,538
-118,162
32
$3.89M 0.43%
+72,840
33
$3.87M 0.43%
+74,776
34
$3.71M 0.41%
14,309
-21,669
35
$3.68M 0.41%
19,310
+17,030
36
– –
-886
37
$3.58M 0.4%
+125,941
38
$3.51M 0.39%
55,246
-4,653
39
$3.45M 0.38%
+24,743
40
$3.28M 0.36%
+6,822
41
$3.26M 0.36%
+45,570
42
$3.23M 0.36%
+34,874
43
$3.22M 0.36%
24,487
-11,656
44
$3.17M 0.35%
+27,988
45
$3.07M 0.34%
+46,408
46
$3.01M 0.33%
+36,361
47
$2.97M 0.33%
5,265
-10,495
48
$2.95M 0.33%
28,593
-10,525
49
$2.93M 0.33%
+106,165
50
$2.9M 0.32%
+13,670
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