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
$695M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,786
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.74%
2 Energy 5.1%
3 Financials 4.85%
4 Industrials 4.53%
5 Healthcare 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$36K 0.01%
2,620
1177
$36K 0.01%
1,920
-724
1178
$36K 0.01%
1,000
1179
$36K 0.01%
1,391
-2,608
1180
$36K 0.01%
2,901
+7
1181
$36K 0.01%
2,505
+1,765
1182
$36K 0.01%
1,123
+701
1183
$36K 0.01%
240
1184
$35K 0.01%
2,192
+6
1185
$35K 0.01%
1,159
1186
$35K 0.01%
520
-214
1187
$35K 0.01%
485
-254
1188
$35K 0.01%
1,195
1189
$35K 0.01%
530
1190
$35K 0.01%
119
-66
1191
$35K 0.01%
741
+276
1192
$35K 0.01%
1,738
+219
1193
$35K 0.01%
1,600
+300
1194
$35K 0.01%
895
1195
$35K 0.01%
820
+20
1196
$35K 0.01%
1,050
1197
$35K 0.01%
3,000
1198
$34K ﹤0.01%
+975
1199
$34K ﹤0.01%
805
+761
1200
$34K ﹤0.01%
434