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 5.41%
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
1351
$16K ﹤0.01%
+580
1352
$16K ﹤0.01%
+695
1353
$16K ﹤0.01%
+347
1354
$16K ﹤0.01%
+1,314
1355
$15K ﹤0.01%
+566
1356
$15K ﹤0.01%
+724
1357
$15K ﹤0.01%
+497
1358
$15K ﹤0.01%
+400
1359
$15K ﹤0.01%
+140
1360
$15K ﹤0.01%
+408
1361
$15K ﹤0.01%
+27
1362
$15K ﹤0.01%
+138
1363
$15K ﹤0.01%
+254
1364
$15K ﹤0.01%
+800
1365
$15K ﹤0.01%
+200
1366
$15K ﹤0.01%
+1,000
1367
$15K ﹤0.01%
+331
1368
$15K ﹤0.01%
+474
1369
$15K ﹤0.01%
+627
1370
$15K ﹤0.01%
+286
1371
$15K ﹤0.01%
+1,816
1372
$15K ﹤0.01%
+219
1373
$15K ﹤0.01%
+1,196
1374
$15K ﹤0.01%
+865
1375
$15K ﹤0.01%
+4,034