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
1776
$6K ﹤0.01%
+200
1777
$6K ﹤0.01%
+168
1778
$6K ﹤0.01%
+225
1779
$6K ﹤0.01%
+178
1780
$6K ﹤0.01%
+296
1781
$6K ﹤0.01%
+355
1782
$6K ﹤0.01%
+500
1783
$6K ﹤0.01%
+225
1784
$6K ﹤0.01%
+150
1785
$6K ﹤0.01%
+2,500
1786
$6K ﹤0.01%
+300
1787
$6K ﹤0.01%
+137
1788
$6K ﹤0.01%
+520
1789
$6K ﹤0.01%
+525
1790
$6K ﹤0.01%
+200
1791
$6K ﹤0.01%
+185
1792
$6K ﹤0.01%
+40
1793
$6K ﹤0.01%
+1,088
1794
$6K ﹤0.01%
+473
1795
$6K ﹤0.01%
+113
1796
$6K ﹤0.01%
+186
1797
$5K ﹤0.01%
+302
1798
$5K ﹤0.01%
+100
1799
$5K ﹤0.01%
+260
1800
$5K ﹤0.01%
+300