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
$1.28B
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,643
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.31%
2 Healthcare 4.21%
3 Financials 4.03%
4 Communication Services 3.81%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$3.55M 0.28%
69,122
+6,386
77
$3.53M 0.28%
56,600
-30,776
78
$3.45M 0.27%
208,320
+6,365
79
$3.45M 0.27%
126,120
-16,022
80
$3.44M 0.27%
72,956
-34,346
81
$3.4M 0.27%
198,880
-307,445
82
$3.38M 0.26%
232,095
+29,713
83
$3.35M 0.26%
216,480
-20,070
84
$3.34M 0.26%
47,947
+3,346
85
$3.22M 0.25%
30,111
-815
86
$3.19M 0.25%
32,350
+3,293
87
$3.11M 0.24%
119,297
+13,198
88
$3.07M 0.24%
101,839
-6,532
89
$3.03M 0.24%
23,116
+4,329
90
$3.02M 0.24%
61,412
+6,952
91
$3.02M 0.24%
53,951
+1,654
92
$3M 0.23%
49,044
-7,178
93
$2.98M 0.23%
34,591
-16,287
94
$2.94M 0.23%
21,205
-2,004
95
$2.93M 0.23%
67,593
-36,865
96
$2.87M 0.22%
21,426
+3,253
97
$2.84M 0.22%
108,152
+12,781
98
$2.75M 0.22%
102,116
+3,268
99
$2.74M 0.21%
60,729
-63,149
100
$2.74M 0.21%
95,042
-993