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
1801
$5K ﹤0.01%
+1,010
1802
$5K ﹤0.01%
+193
1803
$5K ﹤0.01%
+100
1804
$5K ﹤0.01%
+102
1805
$5K ﹤0.01%
+100
1806
$5K ﹤0.01%
+544
1807
$5K ﹤0.01%
+182
1808
$5K ﹤0.01%
+235
1809
$5K ﹤0.01%
+276
1810
$5K ﹤0.01%
+400
1811
$5K ﹤0.01%
+200
1812
$5K ﹤0.01%
+200
1813
$5K ﹤0.01%
+100
1814
$5K ﹤0.01%
+99
1815
$5K ﹤0.01%
+200
1816
$5K ﹤0.01%
+196
1817
$5K ﹤0.01%
+57
1818
$5K ﹤0.01%
+500
1819
$5K ﹤0.01%
+127
1820
$5K ﹤0.01%
+315
1821
$5K ﹤0.01%
+300
1822
$5K ﹤0.01%
+110
1823
$5K ﹤0.01%
+1,000
1824
$5K ﹤0.01%
+383
1825
$5K ﹤0.01%
+409