MFS

Mirabella Financial Services Portfolio holdings

AUM $1.04B
1-Year Est. Return 13.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.7%
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
726
– –
-7,745
727
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-4,120
728
– –
-68,150
729
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-335,140
730
– –
-1,500
731
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-79,441
732
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-87,137
733
– –
-13,801
734
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-3,890
735
– –
-5,548
736
– –
-37,083
737
– –
-199,219
738
– –
-9,650
739
– –
-31,490
740
– –
-24,447
741
– –
-6,967
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