MFS

MSI Financial Services Portfolio holdings

AUM $3.07B
1-Year Est. Return 10.22%
This Quarter Est. Return
1 Year Est. Return
+10.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$498M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,490
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$9.3M
3 +$8.77M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.39M
5
MO icon
Altria Group
MO
+$6.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.13%
2 Industrials 5.4%
3 Consumer Staples 5.38%
4 Energy 5.37%
5 Healthcare 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$0 ﹤0.01%
+20
2477
$0 ﹤0.01%
+163
2478
$0 ﹤0.01%
+125
2479
$0 ﹤0.01%
+1
2480
$0 ﹤0.01%
+11
2481
$0 ﹤0.01%
+2
2482
0
2483
$0 ﹤0.01%
+27
2484
$0 ﹤0.01%
+21
2485
$0 ﹤0.01%
+17
2486
$0 ﹤0.01%
+14
2487
$0 ﹤0.01%
+28
2488
$0 ﹤0.01%
+155
2489
$0 ﹤0.01%
+223