MFS

Mirabella Financial Services Portfolio holdings

AUM $1.04B
1-Year Est. Return 13.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.67%
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 +$27.1M
2 +$23.8M
3 +$20.5M
4
MMM icon
3M
MMM
+$12.6M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$10.9M

Top Sells

1 +$23.5M
2 +$14.1M
3 +$11.6M
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
576
-54,040
577
-1,468
578
-13,780
579
-40,000
580
-25,894
581
-170,910
582
-46,052
583
-395
584
-22,100
585
-25,000
586
-133,494
587
-75,490
588
-181,748
589
-28,800
590
-5,476
591
-27,156
592
-5,031
593
-21,900
594
-30,000
595
-408
596
-352,959
597
-4,096
598
-4,004
599
-18,600
600
-9,060