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
$2.79B
AUM Growth
+$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,368
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 4.6%
2 Healthcare 4.3%
3 Technology 4.29%
4 Communication Services 3.92%
5 Industrials 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4276
-200
4277
$0 ﹤0.01%
43
-10,239
4278
$0 ﹤0.01%
62
-11
4279
-685
4280
$0 ﹤0.01%
20
-7,476
4281
-750
4282
-10
4283
-860
4284
$0 ﹤0.01%
+61
4285
-325
4286
$0 ﹤0.01%
+13
4287
-11
4288
-250
4289
-176
4290
$0 ﹤0.01%
+94
4291
$0 ﹤0.01%
29
4292
$0 ﹤0.01%
9
4293
-100
4294
-126
4295
$0 ﹤0.01%
6
4296
$0 ﹤0.01%
6
4297
$0 ﹤0.01%
15