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
526
$136K 0.03%
+3,712
527
$136K 0.03%
+5,262
528
$136K 0.03%
+3,120
529
$136K 0.03%
+2,792
530
$136K 0.03%
+4,036
531
$134K 0.03%
+6,438
532
$134K 0.03%
+3,906
533
$134K 0.03%
+5,222
534
$134K 0.03%
+855
535
$134K 0.03%
+4,145
536
$134K 0.03%
+13,763
537
$133K 0.03%
+6,606
538
$133K 0.03%
+4,300
539
$133K 0.03%
+1,395
540
$133K 0.03%
+4,739
541
$132K 0.03%
+5,250
542
$132K 0.03%
+3,953
543
$132K 0.03%
+369
544
$132K 0.03%
+2,642
545
$132K 0.03%
+8,406
546
$131K 0.03%
+482
547
$131K 0.03%
+9,766
548
$131K 0.03%
+579
549
$130K 0.03%
+6,678
550
$130K 0.03%
+2,639