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
101
$1.81M 0.2%
+21,891
102
$1.81M 0.2%
+8,811
103
$1.79M 0.2%
+8,646
104
$1.78M 0.2%
13,472
-30,661
105
$1.75M 0.19%
17,797
-7,229
106
$1.73M 0.19%
+13,102
107
$1.69M 0.19%
+32,263
108
$1.63M 0.18%
36,804
+20,774
109
$1.61M 0.18%
+33,260
110
$1.6M 0.18%
4,282
+2,332
111
$1.59M 0.18%
35,927
-48,817
112
$1.58M 0.18%
+41,795
113
$1.58M 0.18%
+62,959
114
$1.57M 0.17%
+61,137
115
$1.54M 0.17%
19,991
+13,385
116
$1.54M 0.17%
+12,955
117
$1.53M 0.17%
+11,941
118
$1.52M 0.17%
6,057
+2,997
119
$1.51M 0.17%
23,910
+13,500
120
$1.5M 0.17%
+20,591
121
$1.47M 0.16%
9,838
-18,256
122
$1.45M 0.16%
+36,764
123
$1.43M 0.16%
+44,300
124
$1.41M 0.16%
10,145
+8,970
125
$1.41M 0.16%
+18,680
3 4
5
6 7