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
1176
$24K ﹤0.01%
+1,800
1177
$24K ﹤0.01%
+373
1178
$24K ﹤0.01%
+613
1179
$23K ﹤0.01%
+502
1180
$23K ﹤0.01%
+350
1181
$23K ﹤0.01%
+4,000
1182
$23K ﹤0.01%
+644
1183
$23K ﹤0.01%
+729
1184
$23K ﹤0.01%
+1,517
1185
$23K ﹤0.01%
+1,920
1186
$23K ﹤0.01%
+900
1187
$23K ﹤0.01%
+387
1188
$23K ﹤0.01%
+189
1189
$23K ﹤0.01%
+334
1190
$23K ﹤0.01%
+713
1191
$23K ﹤0.01%
+733
1192
$23K ﹤0.01%
+560
1193
$23K ﹤0.01%
+585
1194
$23K ﹤0.01%
+476
1195
$23K ﹤0.01%
+1,768
1196
$23K ﹤0.01%
+4,684
1197
$22K ﹤0.01%
+675
1198
$22K ﹤0.01%
+1,563
1199
$22K ﹤0.01%
+403
1200
$22K ﹤0.01%
+1,851