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
1851
$3K ﹤0.01%
117
1852
$3K ﹤0.01%
43
-330
1853
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+175
1854
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103
1855
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1856
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47
1857
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27
1858
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356
1859
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100
1860
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200
1861
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75
-680
1862
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1863
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+500
1864
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52
1865
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122
1866
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129
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1867
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950
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50
1869
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+50
1870
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+383
1871
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400
1872
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50
1873
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375
1874
$3K ﹤0.01%
75
1875
$3K ﹤0.01%
126
-98