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
1076
$31K 0.01%
+931
1077
$31K 0.01%
+829
1078
$31K 0.01%
+691
1079
$31K 0.01%
+760
1080
$30K 0.01%
+2,740
1081
$30K 0.01%
+1,100
1082
$30K 0.01%
+790
1083
$30K 0.01%
+1,405
1084
$30K 0.01%
+3,193
1085
$30K 0.01%
+109
1086
$30K 0.01%
+4,045
1087
$30K 0.01%
+1,884
1088
$29K 0.01%
+2,000
1089
$29K 0.01%
+1,113
1090
$29K 0.01%
+1,950
1091
$29K 0.01%
+613
1092
$29K 0.01%
+954
1093
$29K 0.01%
+1,516
1094
$29K 0.01%
+596
1095
$29K 0.01%
+267
1096
$29K 0.01%
+472
1097
$29K 0.01%
+1,977
1098
$29K 0.01%
+1,145
1099
$29K 0.01%
+2,915
1100
$29K 0.01%
+1,035