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
4201
$0 ﹤0.01%
75
4202
$0 ﹤0.01%
1
4203
$0 ﹤0.01%
51
4204
$0 ﹤0.01%
6
-22
4205
$0 ﹤0.01%
11
-150
4206
-6
4207
$0 ﹤0.01%
75
-175
4208
-11
4209
-337
4210
$0 ﹤0.01%
19
-248
4211
-1
4212
-1,700
4213
$0 ﹤0.01%
+2
4214
$0 ﹤0.01%
4
4215
-50
4216
-300
4217
-3
4218
$0 ﹤0.01%
24
4219
$0 ﹤0.01%
11
-301
4220
-250
4221
$0 ﹤0.01%
7
4222
$0 ﹤0.01%
30
4223
$0 ﹤0.01%
73
-17
4224
$0 ﹤0.01%
10
4225
-300