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 5.41%
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
1726
$6K ﹤0.01%
+1,632
1727
$6K ﹤0.01%
+97
1728
$6K ﹤0.01%
+516
1729
$6K ﹤0.01%
+223
1730
$6K ﹤0.01%
+355
1731
$6K ﹤0.01%
+500
1732
0
1733
$6K ﹤0.01%
+221
1734
$6K ﹤0.01%
+358
1735
$6K ﹤0.01%
+250
1736
$6K ﹤0.01%
+138
1737
$6K ﹤0.01%
+144
1738
$6K ﹤0.01%
+450
1739
$6K ﹤0.01%
+300
1740
$6K ﹤0.01%
+603
1741
$6K ﹤0.01%
+71
1742
$6K ﹤0.01%
+369
1743
$6K ﹤0.01%
+50
1744
$6K ﹤0.01%
+276
1745
$6K ﹤0.01%
+500
1746
$6K ﹤0.01%
+1
1747
$6K ﹤0.01%
+498
1748
$6K ﹤0.01%
+320
1749
$6K ﹤0.01%
+500
1750
$6K ﹤0.01%
+236