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
2901
$8K ﹤0.01%
713
2902
$8K ﹤0.01%
334
2903
$8K ﹤0.01%
2,001
+178
2904
$8K ﹤0.01%
771
2905
$8K ﹤0.01%
18
-12
2906
$8K ﹤0.01%
413
2907
$8K ﹤0.01%
500
2908
$8K ﹤0.01%
+654
2909
$8K ﹤0.01%
490
-56
2910
$8K ﹤0.01%
166
+112
2911
$8K ﹤0.01%
866
+579
2912
$8K ﹤0.01%
269
-720
2913
$8K ﹤0.01%
380
2914
$8K ﹤0.01%
208
-343
2915
$8K ﹤0.01%
+357
2916
$8K ﹤0.01%
255
+55
2917
$8K ﹤0.01%
160
-1,405
2918
$8K ﹤0.01%
145
+45
2919
$8K ﹤0.01%
206
2920
$8K ﹤0.01%
300
2921
$8K ﹤0.01%
200
-100
2922
$8K ﹤0.01%
461
2923
$8K ﹤0.01%
406
2924
$8K ﹤0.01%
885
-1
2925
$8K ﹤0.01%
126
+21