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
2951
$8K ﹤0.01%
+774
2952
$7K ﹤0.01%
425
-260
2953
$7K ﹤0.01%
425
2954
$7K ﹤0.01%
576
-77
2955
$7K ﹤0.01%
448
2956
$7K ﹤0.01%
380
+80
2957
$7K ﹤0.01%
436
+136
2958
$7K ﹤0.01%
554
2959
$7K ﹤0.01%
180
+12
2960
$7K ﹤0.01%
+38
2961
$7K ﹤0.01%
381
-10
2962
$7K ﹤0.01%
290
-247
2963
$7K ﹤0.01%
271
2964
$7K ﹤0.01%
200
2965
$7K ﹤0.01%
138
2966
$7K ﹤0.01%
516
-795
2967
$7K ﹤0.01%
191
-150
2968
$7K ﹤0.01%
+100
2969
$7K ﹤0.01%
266
-1,847
2970
$7K ﹤0.01%
300
2971
$7K ﹤0.01%
160
2972
$7K ﹤0.01%
500
2973
$7K ﹤0.01%
1,755
+46
2974
$7K ﹤0.01%
14
+8
2975
$7K ﹤0.01%
145
-84