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
2076
$1K ﹤0.01%
22
2077
$1K ﹤0.01%
22
2078
$1K ﹤0.01%
57
2079
$1K ﹤0.01%
25
2080
$1K ﹤0.01%
64
2081
$1K ﹤0.01%
30
2082
$1K ﹤0.01%
64
2083
$1K ﹤0.01%
+3
2084
$1K ﹤0.01%
62
2085
$1K ﹤0.01%
6
2086
$1K ﹤0.01%
125
2087
$1K ﹤0.01%
11
2088
$1K ﹤0.01%
22
2089
$1K ﹤0.01%
90
2090
$1K ﹤0.01%
40
2091
$1K ﹤0.01%
36
2092
$1K ﹤0.01%
350
2093
$1K ﹤0.01%
40
2094
$1K ﹤0.01%
59
2095
$1K ﹤0.01%
180
2096
$1K ﹤0.01%
53
2097
$1K ﹤0.01%
11
2098
$1K ﹤0.01%
21
2099
$1K ﹤0.01%
50
2100
$1K ﹤0.01%
28