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
701
$84K 0.01%
+5,243
702
$84K 0.01%
1,218
+1,064
703
$84K 0.01%
2,000
+1,600
704
$83K 0.01%
346
-311
705
$83K 0.01%
1,502
+580
706
$83K 0.01%
2,261
-224
707
$83K 0.01%
6,567
708
$83K 0.01%
5,475
709
$82K 0.01%
3,561
+2,754
710
$82K 0.01%
6,965
-1,966
711
$82K 0.01%
3,259
-413
712
$82K 0.01%
894
-40
713
$82K 0.01%
775
-232
714
$82K 0.01%
1,782
-1,010
715
$81K 0.01%
1,039
+266
716
$80K 0.01%
3,114
+227
717
$79K 0.01%
1,230
-267
718
$79K 0.01%
4,370
+3,270
719
$79K 0.01%
2,636
-77
720
$79K 0.01%
362
+36
721
$79K 0.01%
1,646
+286
722
$78K 0.01%
2,575
-6,565
723
$78K 0.01%
535
724
$78K 0.01%
5,354
+740
725
$77K 0.01%
6,419
+52