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
1401
$14K ﹤0.01%
+721
1402
$14K ﹤0.01%
+88
1403
$14K ﹤0.01%
+346
1404
$14K ﹤0.01%
+260
1405
$14K ﹤0.01%
+1,580
1406
$14K ﹤0.01%
+1,000
1407
$14K ﹤0.01%
+354
1408
$14K ﹤0.01%
+285
1409
$14K ﹤0.01%
+892
1410
$14K ﹤0.01%
+226
1411
$14K ﹤0.01%
+315
1412
$14K ﹤0.01%
+1,500
1413
$14K ﹤0.01%
+1,000
1414
$14K ﹤0.01%
+1,886
1415
$14K ﹤0.01%
+962
1416
$14K ﹤0.01%
+400
1417
$13K ﹤0.01%
+485
1418
$13K ﹤0.01%
+178
1419
$13K ﹤0.01%
+258
1420
$13K ﹤0.01%
+822
1421
$13K ﹤0.01%
+410
1422
$13K ﹤0.01%
+215
1423
$13K ﹤0.01%
+158
1424
$13K ﹤0.01%
+565
1425
$13K ﹤0.01%
+1,000