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
1276
$19K ﹤0.01%
+83
1277
$19K ﹤0.01%
+600
1278
$19K ﹤0.01%
+623
1279
$19K ﹤0.01%
+2,000
1280
$18K ﹤0.01%
+358
1281
$18K ﹤0.01%
+480
1282
$18K ﹤0.01%
+1,018
1283
$18K ﹤0.01%
+530
1284
$18K ﹤0.01%
+518
1285
$18K ﹤0.01%
+5,182
1286
$18K ﹤0.01%
+354
1287
$18K ﹤0.01%
+370
1288
$18K ﹤0.01%
+400
1289
$18K ﹤0.01%
+800
1290
$18K ﹤0.01%
+253
1291
$18K ﹤0.01%
+1,100
1292
$18K ﹤0.01%
+777
1293
$18K ﹤0.01%
+1,150
1294
$18K ﹤0.01%
+409
1295
$18K ﹤0.01%
+1,305
1296
$18K ﹤0.01%
+493
1297
$18K ﹤0.01%
+156
1298
$18K ﹤0.01%
+1,900
1299
$18K ﹤0.01%
+196
1300
$18K ﹤0.01%
+875