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
1301
$18K ﹤0.01%
+399
1302
$18K ﹤0.01%
+366
1303
$18K ﹤0.01%
+238
1304
$18K ﹤0.01%
+760
1305
$18K ﹤0.01%
+465
1306
$17K ﹤0.01%
+1,250
1307
$17K ﹤0.01%
+357
1308
$17K ﹤0.01%
+300
1309
$17K ﹤0.01%
+627
1310
$17K ﹤0.01%
+419
1311
$17K ﹤0.01%
+952
1312
$17K ﹤0.01%
+384
1313
$17K ﹤0.01%
+1,455
1314
$17K ﹤0.01%
+333
1315
$17K ﹤0.01%
+380
1316
$17K ﹤0.01%
+407
1317
$17K ﹤0.01%
+133
1318
$17K ﹤0.01%
+325
1319
$17K ﹤0.01%
+1,851
1320
$17K ﹤0.01%
+1,150
1321
$17K ﹤0.01%
+45
1322
$17K ﹤0.01%
+286
1323
$17K ﹤0.01%
+48
1324
$17K ﹤0.01%
+900
1325
$17K ﹤0.01%
+248