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
1176
$24K ﹤0.01%
+147
1177
$24K ﹤0.01%
+305
1178
$24K ﹤0.01%
+1,800
1179
$23K ﹤0.01%
+1,920
1180
$23K ﹤0.01%
+900
1181
$23K ﹤0.01%
+189
1182
$23K ﹤0.01%
+334
1183
$23K ﹤0.01%
+585
1184
$23K ﹤0.01%
+476
1185
$23K ﹤0.01%
+1,768
1186
$23K ﹤0.01%
+4,684
1187
$23K ﹤0.01%
+502
1188
$23K ﹤0.01%
+350
1189
$23K ﹤0.01%
+4,000
1190
$23K ﹤0.01%
+644
1191
$23K ﹤0.01%
+729
1192
$23K ﹤0.01%
+1,517
1193
$23K ﹤0.01%
+713
1194
$23K ﹤0.01%
+733
1195
$23K ﹤0.01%
+560
1196
$23K ﹤0.01%
+387
1197
$22K ﹤0.01%
+515
1198
$22K ﹤0.01%
+896
1199
$22K ﹤0.01%
+355
1200
$22K ﹤0.01%
+666
46 47
48
49 50