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
726
$76K 0.02%
+8,256
727
$76K 0.02%
+5,475
728
$75K 0.02%
+2,546
729
$75K 0.02%
+2,052
730
$75K 0.02%
+160
731
$75K 0.02%
+1,075
732
$74K 0.01%
+4,231
733
$74K 0.01%
+1,640
734
$74K 0.01%
+1,266
735
$74K 0.01%
+5,570
736
$74K 0.01%
+3,870
737
$74K 0.01%
+1,871
738
$74K 0.01%
+1,200
739
$74K 0.01%
+2,725
740
$74K 0.01%
+6,101
741
$73K 0.01%
+1,608
742
$73K 0.01%
+7,281
743
$73K 0.01%
+859
744
$73K 0.01%
+5,216
745
$72K 0.01%
+2,029
746
$72K 0.01%
+1,532
747
$72K 0.01%
+1,728
748
$72K 0.01%
+4,614
749
$71K 0.01%
+1,862
750
$71K 0.01%
+326