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
1601
$9K ﹤0.01%
+504
1602
$9K ﹤0.01%
+213
1603
$9K ﹤0.01%
+600
1604
$9K ﹤0.01%
+400
1605
$9K ﹤0.01%
+6,288
1606
$9K ﹤0.01%
+750
1607
$9K ﹤0.01%
+650
1608
$9K ﹤0.01%
+450
1609
$9K ﹤0.01%
+449
1610
$9K ﹤0.01%
+163
1611
$9K ﹤0.01%
+95
1612
$9K ﹤0.01%
+295
1613
$9K ﹤0.01%
+292
1614
$9K ﹤0.01%
+193
1615
$9K ﹤0.01%
+307
1616
$9K ﹤0.01%
+500
1617
$9K ﹤0.01%
+100
1618
$9K ﹤0.01%
+687
1619
$9K ﹤0.01%
+3,000
1620
$9K ﹤0.01%
+1,490
1621
$9K ﹤0.01%
+70
1622
$9K ﹤0.01%
+181
1623
$8K ﹤0.01%
+700
1624
$8K ﹤0.01%
+340
1625
$8K ﹤0.01%
+53