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
626
$103K 0.02%
+1,538
627
$102K 0.02%
+2,135
628
$102K 0.02%
+1,833
629
$102K 0.02%
+7,122
630
$101K 0.02%
+32,270
631
$101K 0.02%
+1,524
632
$101K 0.02%
+1,388
633
$101K 0.02%
+3,543
634
$100K 0.02%
+4,682
635
$100K 0.02%
+7,875
636
$100K 0.02%
+2,516
637
$99K 0.02%
+7,677
638
$99K 0.02%
+5,259
639
$99K 0.02%
+1,444
640
$98K 0.02%
+1,497
641
$98K 0.02%
+4,483
642
$97K 0.02%
+1,774
643
$97K 0.02%
+5,178
644
$97K 0.02%
+6,875
645
$97K 0.02%
+13,575
646
$97K 0.02%
+3,900
647
$97K 0.02%
+1,149
648
$96K 0.02%
+2,480
649
$96K 0.02%
+2,915
650
$96K 0.02%
+11,654