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
1476
$12K ﹤0.01%
+185
1477
$12K ﹤0.01%
+404
1478
$12K ﹤0.01%
+733
1479
$12K ﹤0.01%
+400
1480
$12K ﹤0.01%
+50
1481
$12K ﹤0.01%
+525
1482
$12K ﹤0.01%
+717
1483
$12K ﹤0.01%
+756
1484
$12K ﹤0.01%
+300
1485
$12K ﹤0.01%
+230
1486
$12K ﹤0.01%
+1,080
1487
$12K ﹤0.01%
+1,000
1488
$12K ﹤0.01%
+1,043
1489
$12K ﹤0.01%
+154
1490
$12K ﹤0.01%
+1
1491
$12K ﹤0.01%
+809
1492
$12K ﹤0.01%
+179
1493
$11K ﹤0.01%
+242
1494
$11K ﹤0.01%
+100
1495
$11K ﹤0.01%
+178
1496
$11K ﹤0.01%
+450
1497
$11K ﹤0.01%
+235
1498
$11K ﹤0.01%
+585
1499
$11K ﹤0.01%
+155
1500
$11K ﹤0.01%
+400