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
1551
$10K ﹤0.01%
+404
1552
$10K ﹤0.01%
+349
1553
$10K ﹤0.01%
+250
1554
$10K ﹤0.01%
+1,837
1555
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+225
1556
$10K ﹤0.01%
+401
1557
$10K ﹤0.01%
+319
1558
$10K ﹤0.01%
+500
1559
$10K ﹤0.01%
+252
1560
$10K ﹤0.01%
+900
1561
$10K ﹤0.01%
+546
1562
$10K ﹤0.01%
+489
1563
$10K ﹤0.01%
+1,150
1564
$10K ﹤0.01%
+266
1565
$10K ﹤0.01%
+200
1566
$10K ﹤0.01%
+200
1567
$10K ﹤0.01%
+775
1568
$10K ﹤0.01%
+401
1569
$10K ﹤0.01%
+591
1570
$10K ﹤0.01%
+200
1571
$9K ﹤0.01%
+680
1572
$9K ﹤0.01%
+309
1573
$9K ﹤0.01%
+1,890
1574
$9K ﹤0.01%
+1,200
1575
$9K ﹤0.01%
+77