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
601
$110K 0.02%
+2,263
602
$109K 0.02%
+3,600
603
$108K 0.02%
+1,926
604
$108K 0.02%
+4,460
605
$107K 0.02%
+2,584
606
$107K 0.02%
+1,060
607
$106K 0.02%
+7,125
608
$106K 0.02%
+2,799
609
$106K 0.02%
+1,244
610
$106K 0.02%
+4,392
611
$106K 0.02%
+3,410
612
$106K 0.02%
+1,007
613
$105K 0.02%
+5,617
614
$105K 0.02%
+1,702
615
$105K 0.02%
+1,600
616
$105K 0.02%
+1,830
617
$105K 0.02%
+6,452
618
$105K 0.02%
+4,241
619
$105K 0.02%
+1,733
620
$104K 0.02%
+5,724
621
$104K 0.02%
+2,599
622
$104K 0.02%
+1,201
623
$104K 0.02%
+1,608
624
$103K 0.02%
+8,931
625
$103K 0.02%
+7,923