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
1026
$35K 0.01%
+2,522
1027
$35K 0.01%
+457
1028
$35K 0.01%
+839
1029
$35K 0.01%
+335
1030
$35K 0.01%
+4,395
1031
$35K 0.01%
+447
1032
$35K 0.01%
+533
1033
$34K 0.01%
+1,441
1034
$34K 0.01%
+744
1035
$34K 0.01%
+2,754
1036
$34K 0.01%
+183
1037
$34K 0.01%
+626
1038
$34K 0.01%
+1,000
1039
$34K 0.01%
+756
1040
$34K 0.01%
+1,793
1041
$34K 0.01%
+538
1042
$33K 0.01%
+809
1043
$33K 0.01%
+777
1044
$33K 0.01%
+615
1045
$33K 0.01%
+996
1046
$33K 0.01%
+985
1047
$33K 0.01%
+566
1048
$33K 0.01%
+950
1049
$33K 0.01%
+220
1050
$33K 0.01%
+777