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
1451
$13K ﹤0.01%
+1,100
1452
$13K ﹤0.01%
+600
1453
$13K ﹤0.01%
+173
1454
$13K ﹤0.01%
+200
1455
$13K ﹤0.01%
+175
1456
$13K ﹤0.01%
+576
1457
$13K ﹤0.01%
+152
1458
$13K ﹤0.01%
+515
1459
$13K ﹤0.01%
+718
1460
$13K ﹤0.01%
+800
1461
$13K ﹤0.01%
+928
1462
$12K ﹤0.01%
+717
1463
$12K ﹤0.01%
+1,179
1464
$12K ﹤0.01%
+257
1465
$12K ﹤0.01%
+1,709
1466
$12K ﹤0.01%
+623
1467
$12K ﹤0.01%
+1,025
1468
$12K ﹤0.01%
+114
1469
$12K ﹤0.01%
+856
1470
$12K ﹤0.01%
+276
1471
$12K ﹤0.01%
+372
1472
$12K ﹤0.01%
+268
1473
$12K ﹤0.01%
+108
1474
$12K ﹤0.01%
+2,119
1475
$12K ﹤0.01%
+13