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
2226
$1K ﹤0.01%
+40
2227
$1K ﹤0.01%
+21
2228
$1K ﹤0.01%
+10
2229
$1K ﹤0.01%
+35
2230
$1K ﹤0.01%
+1,500
2231
$1K ﹤0.01%
+160
2232
$1K ﹤0.01%
+25
2233
$1K ﹤0.01%
+18
2234
$1K ﹤0.01%
+62
2235
$1K ﹤0.01%
+75
2236
0
2237
$1K ﹤0.01%
+17
2238
$1K ﹤0.01%
+5
2239
$1K ﹤0.01%
+100
2240
$1K ﹤0.01%
+125
2241
$1K ﹤0.01%
+11
2242
$1K ﹤0.01%
+5
2243
$1K ﹤0.01%
+21
2244
$1K ﹤0.01%
+75
2245
$1K ﹤0.01%
+32
2246
$1K ﹤0.01%
+141
2247
$1K ﹤0.01%
+22
2248
$1K ﹤0.01%
+45
2249
$1K ﹤0.01%
+90
2250
$1K ﹤0.01%
+2