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
176
$909K 0.1%
12,400
-7,800
177
$894K 0.1%
18,670
-111,118
178
$868K 0.1%
+19,011
179
$865K 0.1%
+4,735
180
$861K 0.1%
+2,072
181
$848K 0.09%
9,446
+2,203
182
$827K 0.09%
+3,728
183
$812K 0.09%
3,574
+717
184
$804K 0.09%
+14,133
185
$803K 0.09%
+8,003
186
$802K 0.09%
+3,262
187
$801K 0.09%
9,767
+4,047
188
$793K 0.09%
+13,788
189
$788K 0.09%
9,268
+515
190
– –
0
191
$743K 0.08%
+24,165
192
$738K 0.08%
+7,998
193
$732K 0.08%
+72,219
194
$723K 0.08%
+25,308
195
$723K 0.08%
+10,420
196
$722K 0.08%
+8,978
197
$719K 0.08%
+17,395
198
$718K 0.08%
+6,309
199
$713K 0.08%
+20,430
200
$707K 0.08%
7,828
-6,032
6 7
8
9 10