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
$748M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,785
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.06%
2 Energy 5.8%
3 Financials 4.75%
4 Healthcare 4.64%
5 Consumer Staples 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
$0 ﹤0.01%
25
-1,500
2752
$0 ﹤0.01%
9
2753
$0 ﹤0.01%
10
2754
-1,000
2755
-2,000
2756
$0 ﹤0.01%
8
2757
$0 ﹤0.01%
16
-33
2758
$0 ﹤0.01%
+16
2759
$0 ﹤0.01%
2
2760
-2,826
2761
0
2762
$0 ﹤0.01%
3
2763
-174