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
2051
$3K ﹤0.01%
+128
2052
$3K ﹤0.01%
+155
2053
$3K ﹤0.01%
+116
2054
$3K ﹤0.01%
+13
2055
$3K ﹤0.01%
+4,000
2056
$3K ﹤0.01%
+1,754
2057
$3K ﹤0.01%
+600
2058
$3K ﹤0.01%
+192
2059
$3K ﹤0.01%
+400
2060
$3K ﹤0.01%
+50
2061
$3K ﹤0.01%
+93
2062
$3K ﹤0.01%
+117
2063
$3K ﹤0.01%
+200
2064
$3K ﹤0.01%
+100
2065
$3K ﹤0.01%
+135
2066
$3K ﹤0.01%
+150
2067
$3K ﹤0.01%
+500
2068
$3K ﹤0.01%
+500
2069
$3K ﹤0.01%
+100
2070
$3K ﹤0.01%
+86
2071
$3K ﹤0.01%
+465
2072
$3K ﹤0.01%
+200
2073
$3K ﹤0.01%
+154
2074
$3K ﹤0.01%
+200
2075
$3K ﹤0.01%
+116