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
$655M
AUM Growth
+$82.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,753
New
Increased
Reduced
Closed

Top Sells

1 +$3.15M
2 +$3.15M
3 +$3.12M
4
CAT icon
Caterpillar
CAT
+$2.44M
5
DIS icon
Walt Disney
DIS
+$1.85M

Sector Composition

1 Technology 6.34%
2 Energy 5.63%
3 Consumer Staples 5.11%
4 Industrials 4.74%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.78M 0.42%
38,919
+872
52
$2.76M 0.42%
67,081
+10,984
53
$2.68M 0.41%
23,218
+8,676
54
$2.68M 0.41%
72,670
-21,827
55
$2.65M 0.4%
69,868
+6,345
56
$2.57M 0.39%
36,601
-4,929
57
$2.5M 0.38%
+89,534
58
$2.37M 0.36%
30,975
-24,223
59
$2.37M 0.36%
24,299
+2,369
60
$2.37M 0.36%
102,328
-1,383
61
$2.31M 0.35%
+89,169
62
$2.3M 0.35%
41,538
-10,454
63
$2.27M 0.35%
58,560
+3,403
64
$2.25M 0.34%
62,723
+3,385
65
$2.24M 0.34%
62,772
-2,698
66
$2.19M 0.33%
70,748
+24,207
67
$2.15M 0.33%
15,855
+2,390
68
$2.15M 0.33%
26,050
+1,215
69
$2.13M 0.33%
23,506
-26,870
70
$2.13M 0.32%
36,163
+8,911
71
$2.11M 0.32%
57,652
+26,929
72
$2.1M 0.32%
48,895
-17,412
73
$2.09M 0.32%
+38,295
74
$2.08M 0.32%
29,071
+5,176
75
$2.07M 0.32%
+27,610