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
1101
$29K 0.01%
+50
1102
$29K 0.01%
+377
1103
$29K 0.01%
+2,113
1104
$29K 0.01%
+770
1105
$28K 0.01%
+2,148
1106
$28K 0.01%
+719
1107
$28K 0.01%
+579
1108
$28K 0.01%
+1,376
1109
$28K 0.01%
+641
1110
$28K 0.01%
+853
1111
$28K 0.01%
+373
1112
$28K 0.01%
+1,204
1113
$28K 0.01%
+834
1114
$28K 0.01%
+170
1115
$28K 0.01%
+873
1116
$28K 0.01%
+1,414
1117
$28K 0.01%
+549
1118
$28K 0.01%
+3,064
1119
$27K 0.01%
+1,800
1120
$27K 0.01%
+751
1121
$27K 0.01%
+2,060
1122
$27K 0.01%
+890
1123
$27K 0.01%
+587
1124
$27K 0.01%
+500
1125
$27K 0.01%
+1,875