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
976
$41K 0.01%
+3,466
977
$40K 0.01%
+800
978
$40K 0.01%
+9,901
979
$40K 0.01%
+801
980
$40K 0.01%
+2,765
981
$40K 0.01%
+1,452
982
$40K 0.01%
+52
983
$40K 0.01%
+622
984
$40K 0.01%
+1,775
985
$39K 0.01%
+2,838
986
$39K 0.01%
+2,248
987
$39K 0.01%
+2,140
988
$39K 0.01%
+645
989
$39K 0.01%
+637
990
$39K 0.01%
+619
991
$39K 0.01%
+1,370
992
$39K 0.01%
+1,505
993
$38K 0.01%
+861
994
$38K 0.01%
+4,670
995
$38K 0.01%
+2,100
996
$38K 0.01%
+676
997
$38K 0.01%
+61
998
$38K 0.01%
+575
999
$38K 0.01%
+2,620
1000
$37K 0.01%
+672
38 39
40
41 42