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
1376
$15K ﹤0.01%
+138
1377
$15K ﹤0.01%
+254
1378
$15K ﹤0.01%
+800
1379
$15K ﹤0.01%
+200
1380
$15K ﹤0.01%
+1,000
1381
$15K ﹤0.01%
+331
1382
$15K ﹤0.01%
+474
1383
$15K ﹤0.01%
+627
1384
$15K ﹤0.01%
+286
1385
$15K ﹤0.01%
+1,816
1386
$15K ﹤0.01%
+219
1387
$15K ﹤0.01%
+1,196
1388
$15K ﹤0.01%
+566
1389
$15K ﹤0.01%
+724
1390
$14K ﹤0.01%
+405
1391
$14K ﹤0.01%
+500
1392
$14K ﹤0.01%
+565
1393
$14K ﹤0.01%
+246
1394
$14K ﹤0.01%
+1,236
1395
$14K ﹤0.01%
+206
1396
$14K ﹤0.01%
+1,261
1397
$14K ﹤0.01%
+440
1398
$14K ﹤0.01%
+650
1399
$14K ﹤0.01%
+1,095
1400
$14K ﹤0.01%
+346