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
1701
$7K ﹤0.01%
+263
1702
$7K ﹤0.01%
+500
1703
$7K ﹤0.01%
+110
1704
$7K ﹤0.01%
+177
1705
$7K ﹤0.01%
+264
1706
$7K ﹤0.01%
+420
1707
$7K ﹤0.01%
+272
1708
$7K ﹤0.01%
+642
1709
$7K ﹤0.01%
+225
1710
$7K ﹤0.01%
+234
1711
$7K ﹤0.01%
+178
1712
$7K ﹤0.01%
+127
1713
$7K ﹤0.01%
+237
1714
$7K ﹤0.01%
+820
1715
$7K ﹤0.01%
+2,000
1716
$7K ﹤0.01%
+1,093
1717
$7K ﹤0.01%
+1,536
1718
$7K ﹤0.01%
+198
1719
$7K ﹤0.01%
+280
1720
$7K ﹤0.01%
+200
1721
$7K ﹤0.01%
+200
1722
$7K ﹤0.01%
+335
1723
$7K ﹤0.01%
+158
1724
$7K ﹤0.01%
+150
1725
$7K ﹤0.01%
+7