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
1976
$3K ﹤0.01%
+87
1977
$3K ﹤0.01%
+99
1978
$3K ﹤0.01%
+76
1979
$3K ﹤0.01%
+1,754
1980
$3K ﹤0.01%
+600
1981
$3K ﹤0.01%
+192
1982
$3K ﹤0.01%
+47
1983
$3K ﹤0.01%
+34
1984
$3K ﹤0.01%
+4
1985
$3K ﹤0.01%
+356
1986
$3K ﹤0.01%
+561
1987
$3K ﹤0.01%
+100
1988
$3K ﹤0.01%
+200
1989
$3K ﹤0.01%
+72
1990
$3K ﹤0.01%
+140
1991
$3K ﹤0.01%
+52
1992
$3K ﹤0.01%
+122
1993
$3K ﹤0.01%
+155
1994
$3K ﹤0.01%
+105
1995
$3K ﹤0.01%
+950
1996
$3K ﹤0.01%
+50
1997
$3K ﹤0.01%
+39
1998
$3K ﹤0.01%
+85
1999
$3K ﹤0.01%
+100
2000
$3K ﹤0.01%
+34
78 79
80
81 82