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
2401
$0 ﹤0.01%
+2
2402
$0 ﹤0.01%
+20
2403
0
2404
$0 ﹤0.01%
+5
2405
$0 ﹤0.01%
+23
2406
$0 ﹤0.01%
+45
2407
$0 ﹤0.01%
+2
2408
$0 ﹤0.01%
+1
2409
$0 ﹤0.01%
+2
2410
$0 ﹤0.01%
+40
2411
$0 ﹤0.01%
+32
2412
0
2413
0
2414
$0 ﹤0.01%
+1
2415
$0 ﹤0.01%
+138
2416
$0 ﹤0.01%
+7
2417
$0 ﹤0.01%
+60
2418
$0 ﹤0.01%
+5
2419
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+30
2420
0
2421
$0 ﹤0.01%
+17
2422
$0 ﹤0.01%
+1
2423
$0 ﹤0.01%
+1
2424
$0 ﹤0.01%
+6
2425
$0 ﹤0.01%
+15