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
1501
$11K ﹤0.01%
+2,500
1502
$11K ﹤0.01%
+237
1503
$11K ﹤0.01%
+225
1504
$11K ﹤0.01%
+555
1505
$11K ﹤0.01%
+355
1506
$11K ﹤0.01%
+1,463
1507
$11K ﹤0.01%
+230
1508
$11K ﹤0.01%
+1,500
1509
$11K ﹤0.01%
+150
1510
$11K ﹤0.01%
+712
1511
$11K ﹤0.01%
+160
1512
$11K ﹤0.01%
+400
1513
$11K ﹤0.01%
+250
1514
$11K ﹤0.01%
+812
1515
$11K ﹤0.01%
+413
1516
$11K ﹤0.01%
+135
1517
$11K ﹤0.01%
+1,000
1518
$11K ﹤0.01%
+346
1519
$11K ﹤0.01%
+1,300
1520
$11K ﹤0.01%
+200
1521
$11K ﹤0.01%
+334
1522
$11K ﹤0.01%
+124
1523
$11K ﹤0.01%
+110
1524
$11K ﹤0.01%
+241
1525
$11K ﹤0.01%
+1,000