MFS

MSI Financial Services Portfolio holdings

AUM $3.07B
1-Year Est. Return 10.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$498M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,490
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$9.34M
3
+$8.85M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.81M
5
MO icon
Altria Group
MO
+$6.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.13%
2 Industrials 5.41%
3 Consumer Staples 5.38%
4 Energy 5.37%
5 Healthcare 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$81K 0.02%
+3,136
702
$81K 0.02%
+2,328
703
$81K 0.02%
+5,394
704
$81K 0.02%
+2,132
705
$80K 0.02%
+1,933
706
$80K 0.02%
+5,527
707
$80K 0.02%
+2,445
708
$80K 0.02%
+2,759
709
$80K 0.02%
+6,367
710
$80K 0.02%
+1,651
711
$79K 0.02%
+1,610
712
$79K 0.02%
+1,194
713
$78K 0.02%
+1,260
714
$78K 0.02%
+1,749
715
$78K 0.02%
+1,826
716
$78K 0.02%
+1,281
717
$78K 0.02%
+2,156
718
$77K 0.02%
+4,383
719
$77K 0.02%
+2,235
720
$77K 0.02%
+2,291
721
$77K 0.02%
+1,440
722
$77K 0.02%
+1,830
723
$77K 0.02%
+1,922
724
$76K 0.02%
+5,475
725
$76K 0.02%
+2,786
27 28
29
30 31