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
$1.41B
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,490
New
Increased
Reduced
Closed

Top Buys

1 +$7.57M
2 +$5.09M
3 +$3.88M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.69M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.91M

Sector Composition

1 Technology 5.75%
2 Healthcare 4.72%
3 Industrials 4%
4 Financials 3.74%
5 Consumer Staples 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2351
$6K ﹤0.01%
245
2352
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+135
2353
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20
-15
2354
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579
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2355
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62
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2356
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2357
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2358
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520
-659
2359
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400
2360
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2361
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2362
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150
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2364
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500
2365
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2366
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354
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2367
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500
2368
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245
-1,445
2369
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2370
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100
2371
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241
-6
2372
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83
2373
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2374
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340
2375
$6K ﹤0.01%
118
+9