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
3001
$7K ﹤0.01%
196
3002
$7K ﹤0.01%
156
+47
3003
$7K ﹤0.01%
252
3004
$7K ﹤0.01%
483
+1
3005
$7K ﹤0.01%
146
+101
3006
$7K ﹤0.01%
168
3007
$7K ﹤0.01%
347
3008
$7K ﹤0.01%
68
3009
$7K ﹤0.01%
260
+60
3010
$7K ﹤0.01%
2,694
+2,619
3011
$7K ﹤0.01%
300
3012
$7K ﹤0.01%
100
3013
$7K ﹤0.01%
309
3014
$7K ﹤0.01%
900
3015
$7K ﹤0.01%
1,752
3016
$7K ﹤0.01%
500
3017
$7K ﹤0.01%
+500
3018
$6K ﹤0.01%
225
+175
3019
$6K ﹤0.01%
105
3020
$6K ﹤0.01%
+340
3021
$6K ﹤0.01%
1,126
-916
3022
$6K ﹤0.01%
106
3023
$6K ﹤0.01%
+300
3024
$6K ﹤0.01%
107
+16
3025
$6K ﹤0.01%
271
+125