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
1926
$4K ﹤0.01%
+155
1927
$4K ﹤0.01%
+295
1928
$4K ﹤0.01%
+100
1929
$4K ﹤0.01%
+237
1930
$4K ﹤0.01%
+119
1931
$4K ﹤0.01%
+500
1932
$4K ﹤0.01%
+164
1933
$4K ﹤0.01%
+32
1934
$4K ﹤0.01%
+134
1935
$4K ﹤0.01%
+390
1936
$4K ﹤0.01%
+380
1937
$4K ﹤0.01%
+292
1938
$4K ﹤0.01%
+267
1939
$4K ﹤0.01%
+75
1940
$4K ﹤0.01%
+298
1941
$4K ﹤0.01%
+300
1942
$4K ﹤0.01%
+48
1943
$4K ﹤0.01%
+82
1944
$4K ﹤0.01%
+500
1945
$4K ﹤0.01%
+500
1946
$4K ﹤0.01%
+400
1947
$4K ﹤0.01%
+400
1948
$4K ﹤0.01%
+255
1949
$4K ﹤0.01%
+46
1950
$4K ﹤0.01%
+100