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
1851
$5K ﹤0.01%
+160
1852
$5K ﹤0.01%
+300
1853
$5K ﹤0.01%
+221
1854
$5K ﹤0.01%
+40
1855
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+306
1856
$5K ﹤0.01%
+200
1857
$5K ﹤0.01%
+295
1858
$5K ﹤0.01%
+375
1859
$5K ﹤0.01%
+400
1860
$5K ﹤0.01%
+200
1861
$5K ﹤0.01%
+203
1862
$5K ﹤0.01%
+278
1863
$5K ﹤0.01%
+124
1864
$5K ﹤0.01%
+175
1865
$5K ﹤0.01%
+149
1866
$5K ﹤0.01%
+77
1867
$5K ﹤0.01%
+700
1868
$5K ﹤0.01%
+218
1869
$5K ﹤0.01%
+200
1870
$5K ﹤0.01%
+174
1871
$5K ﹤0.01%
+600
1872
$5K ﹤0.01%
+963
1873
$5K ﹤0.01%
+1,000
1874
$5K ﹤0.01%
+300
1875
$5K ﹤0.01%
+211