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
526
$151K 0.03%
2,776
+1,010
527
$151K 0.03%
2,937
-106
528
$150K 0.03%
2,670
+1,412
529
$150K 0.03%
2,144
530
$150K 0.03%
5,022
+722
531
$149K 0.03%
3,348
+912
532
$148K 0.03%
9,474
-1,900
533
$148K 0.03%
1,934
+967
534
$148K 0.03%
1,973
+92
535
$147K 0.03%
1,455
+395
536
$147K 0.03%
7,469
-1,099
537
$147K 0.03%
4,906
+167
538
$145K 0.03%
8,677
-1,239
539
$145K 0.03%
5,418
+5,132
540
$144K 0.03%
+2,110
541
$144K 0.03%
5,796
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542
$144K 0.03%
4,595
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543
$144K 0.03%
5,405
-143
544
$144K 0.03%
710
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545
$143K 0.03%
21,300
-6,378
546
$143K 0.03%
10,339
+171
547
$142K 0.02%
2,228
-1,361
548
$142K 0.02%
921
-39
549
$141K 0.02%
3,876
-30
550
$141K 0.02%
2,003
-1,209