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
476
$54K 0.01%
+573
477
$53K 0.01%
+961
478
$52K 0.01%
1,671
+397
479
$51K 0.01%
+47,600
480
$49K 0.01%
+14,000
481
$49K 0.01%
+462
482
$49K 0.01%
11,570
-3,130
483
$48K 0.01%
+34,400
484
$48K 0.01%
+10,000
485
$47K 0.01%
+486
486
$47K 0.01%
460
-41
487
$44K ﹤0.01%
+19,900
488
$44K ﹤0.01%
+21,900
489
$43K ﹤0.01%
+11,400
490
$43K ﹤0.01%
+377
491
$42K ﹤0.01%
+2,053
492
$42K ﹤0.01%
+2,625
493
$41K ﹤0.01%
15,598
+2,700
494
$41K ﹤0.01%
834
-154
495
$40K ﹤0.01%
+56,300
496
$39K ﹤0.01%
+160
497
$38K ﹤0.01%
+1,355
498
$37K ﹤0.01%
+1,003
499
$37K ﹤0.01%
+2,245
500
$36K ﹤0.01%
+2,117
18 19
20
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