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
1976
$3K ﹤0.01%
+42
1977
$3K ﹤0.01%
+75
1978
$3K ﹤0.01%
+70
1979
$3K ﹤0.01%
+72
1980
$3K ﹤0.01%
+39
1981
$3K ﹤0.01%
+85
1982
$3K ﹤0.01%
+100
1983
$3K ﹤0.01%
+100
1984
$3K ﹤0.01%
+101
1985
$3K ﹤0.01%
+140
1986
$3K ﹤0.01%
+90
1987
$3K ﹤0.01%
+84
1988
$3K ﹤0.01%
+394
1989
$3K ﹤0.01%
+22
1990
$3K ﹤0.01%
+275
1991
$3K ﹤0.01%
+336
1992
$3K ﹤0.01%
+110
1993
$3K ﹤0.01%
+525
1994
$3K ﹤0.01%
+104
1995
$3K ﹤0.01%
+44
1996
$3K ﹤0.01%
+400
1997
$3K ﹤0.01%
+25
1998
$3K ﹤0.01%
+50
1999
$3K ﹤0.01%
+50
2000
$3K ﹤0.01%
+120