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
701
$81K 0.02%
+3,136
702
$81K 0.02%
+2,328
703
$81K 0.02%
+5,394
704
$81K 0.02%
+2,132
705
$80K 0.02%
+5,527
706
$80K 0.02%
+2,445
707
$80K 0.02%
+2,759
708
$80K 0.02%
+6,367
709
$80K 0.02%
+1,651
710
$80K 0.02%
+1,933
711
$79K 0.02%
+1,610
712
$79K 0.02%
+1,194
713
$78K 0.02%
+1,260
714
$78K 0.02%
+1,826
715
$78K 0.02%
+1,281
716
$78K 0.02%
+2,156
717
$78K 0.02%
+1,749
718
$77K 0.02%
+2,235
719
$77K 0.02%
+2,291
720
$77K 0.02%
+1,440
721
$77K 0.02%
+1,830
722
$77K 0.02%
+1,922
723
$77K 0.02%
+4,383
724
$76K 0.02%
+2,786
725
$76K 0.02%
+6,373