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
1426
$13K ﹤0.01%
+150
1427
$13K ﹤0.01%
+265
1428
$13K ﹤0.01%
+500
1429
$13K ﹤0.01%
+257
1430
$13K ﹤0.01%
+382
1431
$13K ﹤0.01%
+525
1432
$13K ﹤0.01%
+269
1433
$13K ﹤0.01%
+495
1434
$13K ﹤0.01%
+690
1435
$13K ﹤0.01%
+174
1436
$13K ﹤0.01%
+556
1437
$13K ﹤0.01%
+437
1438
$13K ﹤0.01%
+300
1439
$13K ﹤0.01%
+657
1440
$13K ﹤0.01%
+759
1441
$13K ﹤0.01%
+360
1442
$13K ﹤0.01%
+121
1443
$13K ﹤0.01%
+436
1444
$13K ﹤0.01%
+1,100
1445
$13K ﹤0.01%
+600
1446
$13K ﹤0.01%
+173
1447
$13K ﹤0.01%
+200
1448
$13K ﹤0.01%
+175
1449
$13K ﹤0.01%
+200
1450
$13K ﹤0.01%
+470