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
51
$2.85M 0.32%
+18,433
52
$2.85M 0.32%
+20,825
53
$2.79M 0.31%
42,571
+24,243
54
$2.79M 0.31%
5,007
-1,895
55
$2.77M 0.31%
+39,636
56
$2.73M 0.3%
300,550
+168,300
57
$2.71M 0.3%
+32,764
58
$2.68M 0.3%
+130,415
59
$2.68M 0.3%
21,737
+16,022
60
$2.56M 0.28%
31,091
+19,471
61
$2.56M 0.28%
65,604
-65,138
62
$2.54M 0.28%
233,425
-12,399
63
$2.52M 0.28%
+58,652
64
$2.5M 0.28%
22,823
-20,629
65
$2.49M 0.28%
+43,945
66
$2.47M 0.27%
10,307
-12,413
67
$2.42M 0.27%
+30,731
68
$2.42M 0.27%
31,029
-27,318
69
$2.38M 0.26%
6,745
-3,413
70
$2.32M 0.26%
400,580
+300,580
71
$2.32M 0.26%
+14,251
72
$2.32M 0.26%
+110,000
73
$2.31M 0.26%
+13,036
74
$2.23M 0.25%
12,038
+9,804
75
$2.22M 0.25%
16,535
+14,993
1 2
3
4 5