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
1651
$8K ﹤0.01%
+100
1652
$8K ﹤0.01%
+1,512
1653
$8K ﹤0.01%
+436
1654
$8K ﹤0.01%
+100
1655
$8K ﹤0.01%
+150
1656
$8K ﹤0.01%
+318
1657
$8K ﹤0.01%
+235
1658
$8K ﹤0.01%
+80
1659
$8K ﹤0.01%
+450
1660
$8K ﹤0.01%
+200
1661
$8K ﹤0.01%
+175
1662
$8K ﹤0.01%
+350
1663
$8K ﹤0.01%
+1,179
1664
$8K ﹤0.01%
+500
1665
$7K ﹤0.01%
+120
1666
$7K ﹤0.01%
+361
1667
$7K ﹤0.01%
+299
1668
$7K ﹤0.01%
+427
1669
$7K ﹤0.01%
+450
1670
$7K ﹤0.01%
+495
1671
$7K ﹤0.01%
+624
1672
$7K ﹤0.01%
+48
1673
$7K ﹤0.01%
+78
1674
$7K ﹤0.01%
+173
1675
$7K ﹤0.01%
+275