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
$1.41B
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,490
New
Increased
Reduced
Closed

Top Buys

1 +$7.57M
2 +$5.09M
3 +$3.88M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.69M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.91M

Sector Composition

1 Technology 5.75%
2 Healthcare 4.72%
3 Industrials 4%
4 Financials 3.74%
5 Consumer Staples 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$9K ﹤0.01%
200
2152
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-11
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457
+7
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405
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677
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2161
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2163
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+32
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2167
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2168
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2169
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500
2170
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268
-410
2171
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+750
2172
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+1
2173
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690
2174
0
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$9K ﹤0.01%
566
+59