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
$2.38B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,364
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.23%
2 Consumer Staples 4.96%
3 Healthcare 4.46%
4 Communication Services 4.34%
5 Industrials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2801
$9K ﹤0.01%
582
2802
$9K ﹤0.01%
141
+120
2803
$9K ﹤0.01%
750
2804
$9K ﹤0.01%
700
+400
2805
$9K ﹤0.01%
354
+154
2806
$9K ﹤0.01%
42
2807
$9K ﹤0.01%
819
+553
2808
$9K ﹤0.01%
507
-684
2809
$9K ﹤0.01%
150
2810
$9K ﹤0.01%
864
2811
$9K ﹤0.01%
432
-1,025
2812
$9K ﹤0.01%
750
2813
$9K ﹤0.01%
240
-43
2814
$9K ﹤0.01%
251
+162
2815
$9K ﹤0.01%
242
+187
2816
$9K ﹤0.01%
186
+54
2817
$9K ﹤0.01%
494
-750
2818
$9K ﹤0.01%
+160
2819
$9K ﹤0.01%
1,000
2820
$9K ﹤0.01%
500
2821
$9K ﹤0.01%
603
-704
2822
$9K ﹤0.01%
400
2823
$9K ﹤0.01%
300
2824
$9K ﹤0.01%
104
-245
2825
$9K ﹤0.01%
696
-1,125