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
2276
$1K ﹤0.01%
+40
2277
$1K ﹤0.01%
+28
2278
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+36
2279
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+20
2280
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+26
2281
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+40
2282
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+35
2283
$1K ﹤0.01%
+21
2284
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+22
2285
$1K ﹤0.01%
+200
2286
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+25
2287
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+100
2288
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+100
2289
$1K ﹤0.01%
+16
2290
$1K ﹤0.01%
+36
2291
$1K ﹤0.01%
+11
2292
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+27
2293
$1K ﹤0.01%
+127
2294
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+17
2295
$1K ﹤0.01%
+50
2296
$1K ﹤0.01%
+100
2297
$1K ﹤0.01%
+55
2298
$1K ﹤0.01%
+151
2299
$1K ﹤0.01%
+20
2300
$1K ﹤0.01%
+306