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
1326
$17K ﹤0.01%
+254
1327
$17K ﹤0.01%
+1,614
1328
$17K ﹤0.01%
+430
1329
$17K ﹤0.01%
+400
1330
$17K ﹤0.01%
+1,268
1331
$17K ﹤0.01%
+1,075
1332
$17K ﹤0.01%
+622
1333
$17K ﹤0.01%
+373
1334
$16K ﹤0.01%
+1,218
1335
$16K ﹤0.01%
+400
1336
$16K ﹤0.01%
+174
1337
$16K ﹤0.01%
+566
1338
$16K ﹤0.01%
+617
1339
$16K ﹤0.01%
+519
1340
$16K ﹤0.01%
+647
1341
$16K ﹤0.01%
+457
1342
$16K ﹤0.01%
+614
1343
$16K ﹤0.01%
+2,374
1344
$16K ﹤0.01%
+650
1345
$16K ﹤0.01%
+697
1346
$16K ﹤0.01%
+2,250
1347
$16K ﹤0.01%
+285
1348
$16K ﹤0.01%
+1,400
1349
$16K ﹤0.01%
+1,425
1350
$16K ﹤0.01%
+180