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
2301
$1K ﹤0.01%
+10
2302
$1K ﹤0.01%
+15
2303
$1K ﹤0.01%
+30
2304
$1K ﹤0.01%
+44
2305
$1K ﹤0.01%
+27
2306
$1K ﹤0.01%
+74
2307
$1K ﹤0.01%
+35
2308
$1K ﹤0.01%
+12
2309
$1K ﹤0.01%
+100
2310
$1K ﹤0.01%
+106
2311
$1K ﹤0.01%
+36
2312
$1K ﹤0.01%
+8
2313
$1K ﹤0.01%
+26
2314
$1K ﹤0.01%
+65
2315
$1K ﹤0.01%
+27
2316
$1K ﹤0.01%
+20
2317
$1K ﹤0.01%
+40
2318
$1K ﹤0.01%
+100
2319
$1K ﹤0.01%
+100
2320
$1K ﹤0.01%
+26
2321
$1K ﹤0.01%
+20
2322
$1K ﹤0.01%
+58
2323
$1K ﹤0.01%
+22
2324
$1K ﹤0.01%
+22
2325
$1K ﹤0.01%
+15