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
576
$122K 0.02%
+4,084
577
$120K 0.02%
+2,737
578
$120K 0.02%
+2,716
579
$120K 0.02%
+2,748
580
$119K 0.02%
+4,020
581
$118K 0.02%
+9,369
582
$118K 0.02%
+1,877
583
$117K 0.02%
+4,135
584
$117K 0.02%
+2,436
585
$116K 0.02%
+7,905
586
$114K 0.02%
+2,769
587
$114K 0.02%
+2,204
588
$113K 0.02%
+3,552
589
$113K 0.02%
+1,128
590
$113K 0.02%
+5,160
591
$112K 0.02%
+1,245
592
$112K 0.02%
+7,530
593
$112K 0.02%
+1,849
594
$111K 0.02%
+2,170
595
$111K 0.02%
+315,760
596
$111K 0.02%
+3,397
597
$110K 0.02%
+2,393
598
$110K 0.02%
+2,684
599
$110K 0.02%
+462
600
$110K 0.02%
+4,369