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
1526
$11K ﹤0.01%
+229
1527
$11K ﹤0.01%
+100
1528
$11K ﹤0.01%
+429
1529
$11K ﹤0.01%
+265
1530
$11K ﹤0.01%
+3,000
1531
$10K ﹤0.01%
+215
1532
$10K ﹤0.01%
+303
1533
$10K ﹤0.01%
+134
1534
$10K ﹤0.01%
+451
1535
$10K ﹤0.01%
+1,200
1536
$10K ﹤0.01%
+292
1537
$10K ﹤0.01%
+825
1538
$10K ﹤0.01%
+218
1539
$10K ﹤0.01%
+93
1540
$10K ﹤0.01%
+100
1541
$10K ﹤0.01%
+260
1542
$10K ﹤0.01%
+600
1543
$10K ﹤0.01%
+1,380
1544
$10K ﹤0.01%
+550
1545
$10K ﹤0.01%
+1,746
1546
$10K ﹤0.01%
+900
1547
$10K ﹤0.01%
+478
1548
$10K ﹤0.01%
+1,203
1549
$10K ﹤0.01%
+192
1550
$10K ﹤0.01%
+660