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
1676
$7K ﹤0.01%
+204
1677
$7K ﹤0.01%
+325
1678
$7K ﹤0.01%
+200
1679
$7K ﹤0.01%
+600
1680
$7K ﹤0.01%
+212
1681
$7K ﹤0.01%
+408
1682
$7K ﹤0.01%
+330
1683
$7K ﹤0.01%
+300
1684
$7K ﹤0.01%
+863
1685
$7K ﹤0.01%
+175
1686
$7K ﹤0.01%
+103
1687
$7K ﹤0.01%
+168
1688
$7K ﹤0.01%
+242
1689
$7K ﹤0.01%
+1,540
1690
$7K ﹤0.01%
+400
1691
$7K ﹤0.01%
+102
1692
$7K ﹤0.01%
+571
1693
$7K ﹤0.01%
+150
1694
$7K ﹤0.01%
+720
1695
$7K ﹤0.01%
+800
1696
$7K ﹤0.01%
+525
1697
$7K ﹤0.01%
+187
1698
$7K ﹤0.01%
+117
1699
$7K ﹤0.01%
+149
1700
$7K ﹤0.01%
+400