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
1826
$5K ﹤0.01%
+544
1827
$5K ﹤0.01%
+182
1828
$5K ﹤0.01%
+235
1829
$5K ﹤0.01%
+276
1830
$5K ﹤0.01%
+400
1831
$5K ﹤0.01%
+200
1832
$5K ﹤0.01%
+200
1833
$5K ﹤0.01%
+100
1834
$5K ﹤0.01%
+99
1835
$5K ﹤0.01%
+196
1836
$5K ﹤0.01%
+57
1837
$5K ﹤0.01%
+500
1838
$5K ﹤0.01%
+315
1839
$5K ﹤0.01%
+1,000
1840
$5K ﹤0.01%
+383
1841
$5K ﹤0.01%
+409
1842
$5K ﹤0.01%
+1,278
1843
$5K ﹤0.01%
+377
1844
$5K ﹤0.01%
+96
1845
$5K ﹤0.01%
+32
1846
$5K ﹤0.01%
+168
1847
$5K ﹤0.01%
+134
1848
$5K ﹤0.01%
+110
1849
$5K ﹤0.01%
+137
1850
$5K ﹤0.01%
+110