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
1751
$6K ﹤0.01%
+102
1752
$6K ﹤0.01%
+422
1753
$6K ﹤0.01%
+500
1754
$6K ﹤0.01%
+480
1755
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+86
1756
$6K ﹤0.01%
+196
1757
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+248
1758
$6K ﹤0.01%
+200
1759
$6K ﹤0.01%
+746
1760
$6K ﹤0.01%
+158
1761
$6K ﹤0.01%
+576
1762
$6K ﹤0.01%
+224
1763
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+254
1764
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+208
1765
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+222
1766
$6K ﹤0.01%
+280
1767
$6K ﹤0.01%
+34
1768
$6K ﹤0.01%
+68
1769
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+88
1770
$6K ﹤0.01%
+467
1771
$6K ﹤0.01%
+83
1772
$6K ﹤0.01%
+75
1773
$6K ﹤0.01%
+113
1774
$6K ﹤0.01%
+230
1775
$6K ﹤0.01%
+465