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
1201
$22K ﹤0.01%
+515
1202
$22K ﹤0.01%
+896
1203
$22K ﹤0.01%
+355
1204
$22K ﹤0.01%
+666
1205
$22K ﹤0.01%
+297
1206
$22K ﹤0.01%
+729
1207
$22K ﹤0.01%
+820
1208
$22K ﹤0.01%
+789
1209
$22K ﹤0.01%
+55
1210
$22K ﹤0.01%
+1,500
1211
$22K ﹤0.01%
+1,000
1212
$22K ﹤0.01%
+920
1213
$22K ﹤0.01%
+10,000
1214
$22K ﹤0.01%
+456
1215
$22K ﹤0.01%
+665
1216
$21K ﹤0.01%
+600
1217
$21K ﹤0.01%
+500
1218
$21K ﹤0.01%
+755
1219
$21K ﹤0.01%
+807
1220
$21K ﹤0.01%
+3,118
1221
$21K ﹤0.01%
+4,136
1222
$21K ﹤0.01%
+1,100
1223
$21K ﹤0.01%
+268
1224
$21K ﹤0.01%
+1,924
1225
$21K ﹤0.01%
+578