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
1251
$20K ﹤0.01%
+954
1252
$20K ﹤0.01%
+2,548
1253
$20K ﹤0.01%
+651
1254
$20K ﹤0.01%
+385
1255
$20K ﹤0.01%
+1,236
1256
$19K ﹤0.01%
+5,030
1257
$19K ﹤0.01%
+884
1258
$19K ﹤0.01%
+1,305
1259
$19K ﹤0.01%
+936
1260
$19K ﹤0.01%
+1,076
1261
$19K ﹤0.01%
+2,274
1262
$19K ﹤0.01%
+407
1263
$19K ﹤0.01%
+1,250
1264
$19K ﹤0.01%
+1,614
1265
$19K ﹤0.01%
+1,125
1266
$19K ﹤0.01%
+496
1267
$19K ﹤0.01%
+630
1268
$19K ﹤0.01%
+253
1269
$19K ﹤0.01%
+500
1270
$19K ﹤0.01%
+750
1271
$19K ﹤0.01%
+562
1272
$19K ﹤0.01%
+1,965
1273
$19K ﹤0.01%
+521
1274
$19K ﹤0.01%
+533
1275
$19K ﹤0.01%
+895