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
1226
$21K ﹤0.01%
+1,499
1227
$21K ﹤0.01%
+1,482
1228
$21K ﹤0.01%
+1,601
1229
$21K ﹤0.01%
+1,016
1230
$21K ﹤0.01%
+618
1231
$21K ﹤0.01%
+1,059
1232
$21K ﹤0.01%
+770
1233
$21K ﹤0.01%
+822
1234
$21K ﹤0.01%
+390
1235
$21K ﹤0.01%
+352
1236
$21K ﹤0.01%
+360
1237
$21K ﹤0.01%
+22
1238
$21K ﹤0.01%
+979
1239
$21K ﹤0.01%
+1,700
1240
$21K ﹤0.01%
+1,500
1241
$21K ﹤0.01%
+480
1242
$20K ﹤0.01%
+912
1243
$20K ﹤0.01%
+1,875
1244
$20K ﹤0.01%
+334
1245
$20K ﹤0.01%
+1,000
1246
$20K ﹤0.01%
+484
1247
$20K ﹤0.01%
+884
1248
$20K ﹤0.01%
+644
1249
$20K ﹤0.01%
+1,128
1250
$20K ﹤0.01%
+221