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
151
$1.07M 0.12%
+43,134
152
$1.07M 0.12%
17,267
-13,203
153
$1.07M 0.12%
3,089
+2,336
154
$1.07M 0.12%
4,259
-41
155
$1.05M 0.12%
13,104
-31,015
156
$1.05M 0.12%
+23,250
157
$1.05M 0.12%
+37,708
158
$1.05M 0.12%
+14,970
159
$1.05M 0.12%
6,081
-638
160
$1.03M 0.11%
+15,100
161
$1.02M 0.11%
+8,987
162
$1.02M 0.11%
15,128
+9,327
163
$1.02M 0.11%
+26,321
164
$1.01M 0.11%
8,931
-885
165
$1.01M 0.11%
+17,007
166
$1.01M 0.11%
+3,685
167
$995K 0.11%
+23,420
168
$980K 0.11%
+12,280
169
$976K 0.11%
19,430
-2,970
170
$975K 0.11%
3,720
+2,858
171
$971K 0.11%
+8,388
172
$969K 0.11%
38,000
-28,157
173
$960K 0.11%
+7,310
174
$940K 0.1%
50,936
-55,933
175
$936K 0.1%
+7,591
5 6
7
8 9