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
$572M
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,643
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$3.72M
3
+$3.61M
4
KO icon
Coca-Cola
KO
+$3.35M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$3.29M

Top Sells

1
+$6.21M
2
+$4.78M
3
+$4.35M
4
IBM icon
IBM
IBM
+$4.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.67M

Sector Composition

1 Consumer Staples 5.91%
2 Technology 5.29%
3 Energy 4.92%
4 Healthcare 4.67%
5 Industrials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$9K ﹤0.01%
200
-100
1502
$9K ﹤0.01%
1,659
1503
$9K ﹤0.01%
480
+450
1504
$9K ﹤0.01%
509
+5
1505
$9K ﹤0.01%
+327
1506
$9K ﹤0.01%
650
1507
$9K ﹤0.01%
266
+200
1508
$9K ﹤0.01%
358
-442
1509
$9K ﹤0.01%
343
+25
1510
$9K ﹤0.01%
307
1511
$9K ﹤0.01%
500
1512
$9K ﹤0.01%
450
1513
$9K ﹤0.01%
625
+250
1514
$9K ﹤0.01%
1,490
1515
$8K ﹤0.01%
250
+200
1516
$8K ﹤0.01%
1,295
+1,189
1517
$8K ﹤0.01%
840
1518
$8K ﹤0.01%
+102
1519
$8K ﹤0.01%
1,178
-100
1520
$8K ﹤0.01%
355
-200
1521
$8K ﹤0.01%
136
+68
1522
$8K ﹤0.01%
290
+97
1523
$8K ﹤0.01%
271
-214
1524
$8K ﹤0.01%
700
1525
$8K ﹤0.01%
235
-17
59 60
61
62 63