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
$572M
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,643
New
Increased
Reduced
Closed

Top Sells

1 +$6.21M
2 +$4.78M
3 +$4.35M
4
IBM icon
IBM
IBM
+$4.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.67M

Sector Composition

1 Consumer Staples 5.91%
2 Technology 5.29%
3 Energy 4.92%
4 Healthcare 4.67%
5 Industrials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$3K ﹤0.01%
140
1827
$3K ﹤0.01%
84
1828
$3K ﹤0.01%
275
1829
$3K ﹤0.01%
250
-250
1830
$3K ﹤0.01%
200
+100
1831
$3K ﹤0.01%
525
1832
$3K ﹤0.01%
104
1833
$3K ﹤0.01%
44
1834
$3K ﹤0.01%
119
1835
$3K ﹤0.01%
120
1836
$3K ﹤0.01%
200
1837
$3K ﹤0.01%
+215
1838
$3K ﹤0.01%
100
1839
$3K ﹤0.01%
35
1840
$3K ﹤0.01%
65
1841
$3K ﹤0.01%
+150
1842
$3K ﹤0.01%
400
1843
$3K ﹤0.01%
116
1844
$3K ﹤0.01%
+320
1845
$3K ﹤0.01%
300
1846
$3K ﹤0.01%
200
-700
1847
$3K ﹤0.01%
192
1848
$3K ﹤0.01%
77
+15
1849
$3K ﹤0.01%
+300
1850
$3K ﹤0.01%
93