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
2201
$1K ﹤0.01%
+97
2202
0
2203
$1K ﹤0.01%
+100
2204
$1K ﹤0.01%
+40
2205
$1K ﹤0.01%
+91
2206
$1K ﹤0.01%
+16
2207
$1K ﹤0.01%
+40
2208
$1K ﹤0.01%
+34
2209
$1K ﹤0.01%
+100
2210
$1K ﹤0.01%
+62
2211
$1K ﹤0.01%
+100
2212
$1K ﹤0.01%
+360
2213
$1K ﹤0.01%
+50
2214
$1K ﹤0.01%
+20
2215
$1K ﹤0.01%
+70
2216
$1K ﹤0.01%
+451
2217
$1K ﹤0.01%
+13
2218
$1K ﹤0.01%
+41
2219
$1K ﹤0.01%
+32
2220
$1K ﹤0.01%
+54
2221
$1K ﹤0.01%
+120
2222
$1K ﹤0.01%
+64
2223
$1K ﹤0.01%
+60
2224
$1K ﹤0.01%
+15
2225
$1K ﹤0.01%
+29