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
2501
-644
2502
-315
2503
-1,117
2504
-102
2505
-400
2506
-394
2507
-21
2508
-841
2509
-75
2510
-8,827
2511
-22
2512
-472
2513
-18,911
2514
-561
2515
$0 ﹤0.01%
26
-111
2516
-72
2517
-100
2518
$0 ﹤0.01%
1
2519
-35
2520
-250
2521
$0 ﹤0.01%
8
2522
$0 ﹤0.01%
5
-1,185
2523
-472
2524
$0 ﹤0.01%
102
+51
2525
-495