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
126
$1.41M 0.16%
+10,558
127
$1.4M 0.16%
12,950
+7,794
128
$1.39M 0.15%
+16,523
129
$1.37M 0.15%
+13,586
130
$1.31M 0.15%
+5,774
131
$1.31M 0.15%
3,802
-2,877
132
$1.3M 0.15%
37,218
+15,840
133
$1.29M 0.14%
+19,841
134
$1.28M 0.14%
+23,262
135
$1.26M 0.14%
+7,606
136
$1.25M 0.14%
+35,439
137
$1.25M 0.14%
5,125
-8,959
138
$1.25M 0.14%
25,449
-21,250
139
$1.19M 0.13%
+18,120
140
$1.18M 0.13%
21,347
-79,935
141
$1.18M 0.13%
9,258
-7,879
142
$1.16M 0.13%
+11,164
143
$1.16M 0.13%
25,253
+9,705
144
$1.15M 0.13%
6,829
-1,171
145
$1.12M 0.12%
+30,996
146
– –
0
147
$1.09M 0.12%
+15,930
148
$1.09M 0.12%
+3,723
149
$1.08M 0.12%
8,288
-472
150
$1.07M 0.12%
+37,811
4 5
6
7 8