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
1576
$9K ﹤0.01%
+40
1577
$9K ﹤0.01%
+435
1578
$9K ﹤0.01%
+750
1579
$9K ﹤0.01%
+101
1580
$9K ﹤0.01%
+1,659
1581
$9K ﹤0.01%
+174
1582
$9K ﹤0.01%
+480
1583
$9K ﹤0.01%
+200
1584
$9K ﹤0.01%
+2,250
1585
$9K ﹤0.01%
+120
1586
$9K ﹤0.01%
+2,000
1587
$9K ﹤0.01%
+250
1588
$9K ﹤0.01%
+242
1589
$9K ﹤0.01%
+338
1590
$9K ﹤0.01%
+132
1591
$9K ﹤0.01%
+1,354
1592
$9K ﹤0.01%
+1,100
1593
$9K ﹤0.01%
+400
1594
$9K ﹤0.01%
+316
1595
$9K ﹤0.01%
+500
1596
$9K ﹤0.01%
+100
1597
$9K ﹤0.01%
+150
1598
$9K ﹤0.01%
+360
1599
$9K ﹤0.01%
+142
1600
$9K ﹤0.01%
+840