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
2351
$1K ﹤0.01%
+21
2352
$1K ﹤0.01%
+1
2353
$1K ﹤0.01%
+76
2354
$1K ﹤0.01%
+60
2355
$1K ﹤0.01%
+50
2356
$1K ﹤0.01%
+66
2357
$1K ﹤0.01%
+28
2358
$1K ﹤0.01%
+25
2359
$1K ﹤0.01%
+40
2360
$1K ﹤0.01%
+43
2361
$1K ﹤0.01%
+85
2362
$0 ﹤0.01%
+13
2363
$0 ﹤0.01%
+100
2364
$0 ﹤0.01%
+15
2365
$0 ﹤0.01%
+12
2366
$0 ﹤0.01%
+7
2367
$0 ﹤0.01%
+20
2368
$0 ﹤0.01%
+1
2369
$0 ﹤0.01%
+6
2370
$0 ﹤0.01%
+13
2371
$0 ﹤0.01%
+5
2372
$0 ﹤0.01%
+32
2373
$0 ﹤0.01%
+250
2374
$0 ﹤0.01%
+27
2375
$0 ﹤0.01%
+2