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
76
$2.21M 0.25%
+28,836
77
$2.15M 0.24%
14,476
+6,348
78
$2.15M 0.24%
+13,797
79
$2.12M 0.24%
10,556
-14,461
80
$2.11M 0.24%
+4,868
81
$2.04M 0.23%
15,533
+5,230
82
$2.03M 0.23%
+3,976
83
$2.03M 0.23%
+12,497
84
$2.02M 0.23%
+22,350
85
$2M 0.22%
+14,400
86
$2M 0.22%
+4,587
87
$1.98M 0.22%
+45,365
88
$1.95M 0.22%
31,137
+10,237
89
$1.95M 0.22%
12,778
+1,769
90
$1.95M 0.22%
24,028
-1,892
91
$1.92M 0.21%
17,823
-33,798
92
$1.9M 0.21%
+28,893
93
$1.89M 0.21%
805
+358
94
$1.88M 0.21%
+31,976
95
$1.87M 0.21%
+35,815
96
$1.85M 0.21%
21,575
+5,200
97
$1.84M 0.2%
+10,541
98
$1.84M 0.2%
91,801
-99,399
99
$1.83M 0.2%
+2,627
100
$1.81M 0.2%
+99,700
2 3
4
5 6