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
1626
$8K ﹤0.01%
+447
1627
$8K ﹤0.01%
+252
1628
$8K ﹤0.01%
+472
1629
$8K ﹤0.01%
+188
1630
$8K ﹤0.01%
+861
1631
$8K ﹤0.01%
+500
1632
$8K ﹤0.01%
+452
1633
$8K ﹤0.01%
+75
1634
$8K ﹤0.01%
+696
1635
$8K ﹤0.01%
+350
1636
$8K ﹤0.01%
+400
1637
$8K ﹤0.01%
+399
1638
$8K ﹤0.01%
+940
1639
$8K ﹤0.01%
+210
1640
$8K ﹤0.01%
+315
1641
$8K ﹤0.01%
+192
1642
$8K ﹤0.01%
+430
1643
$8K ﹤0.01%
+414
1644
$8K ﹤0.01%
+200
1645
$8K ﹤0.01%
+260
1646
$8K ﹤0.01%
+305
1647
$8K ﹤0.01%
+166
1648
$8K ﹤0.01%
+280
1649
$8K ﹤0.01%
+286
1650
$8K ﹤0.01%
+912