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
$572M
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,643
New
Increased
Reduced
Closed

Top Sells

1 +$6.21M
2 +$4.78M
3 +$4.35M
4
IBM icon
IBM
IBM
+$4.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.67M

Sector Composition

1 Consumer Staples 5.91%
2 Technology 5.29%
3 Energy 4.92%
4 Healthcare 4.67%
5 Industrials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
-13
2477
-70,503
2478
-236
2479
-4,569
2480
-350
2481
-127
2482
-5
2483
-4,777
2484
-2,996
2485
-1,517
2486
-189
2487
-108
2488
-440
2489
-7,793
2490
-5,250
2491
-384
2492
-1,100
2493
-1,000
2494
-734
2495
-60
2496
-10,973
2497
-100
2498
-1,235
2499
-300
2500
-90