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
2326
$1K ﹤0.01%
+57
2327
$1K ﹤0.01%
+22
2328
$1K ﹤0.01%
+25
2329
$1K ﹤0.01%
+25
2330
$1K ﹤0.01%
+40
2331
$1K ﹤0.01%
+64
2332
$1K ﹤0.01%
+30
2333
$1K ﹤0.01%
+64
2334
$1K ﹤0.01%
+800
2335
$1K ﹤0.01%
+74
2336
$1K ﹤0.01%
+36
2337
$1K ﹤0.01%
+350
2338
$1K ﹤0.01%
+10
2339
$1K ﹤0.01%
+40
2340
$1K ﹤0.01%
+58
2341
$1K ﹤0.01%
+22
2342
$1K ﹤0.01%
+59
2343
$1K ﹤0.01%
+62
2344
$1K ﹤0.01%
+180
2345
$1K ﹤0.01%
+75
2346
$1K ﹤0.01%
+50
2347
$1K ﹤0.01%
+7
2348
$1K ﹤0.01%
+53
2349
$1K ﹤0.01%
+11
2350
$1K ﹤0.01%
+25