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
101
$1.61M 0.25%
9,503
+132
102
$1.59M 0.24%
16,572
-297
103
$1.58M 0.24%
18,551
-9,642
104
$1.58M 0.24%
86,066
+1,799
105
$1.56M 0.24%
40,707
-1,972
106
$1.53M 0.23%
33,616
+5,701
107
$1.52M 0.23%
17,718
+3,481
108
$1.52M 0.23%
12,991
-71
109
$1.52M 0.23%
15,193
+528
110
$1.51M 0.23%
14,377
-2,314
111
$1.49M 0.23%
17,933
-20,607
112
$1.48M 0.23%
36,090
+10,925
113
$1.47M 0.22%
36,883
-1,490
114
$1.47M 0.22%
28,899
-6,609
115
$1.43M 0.22%
26,305
+1,999
116
$1.42M 0.22%
83,155
-1,279
117
$1.42M 0.22%
23,251
+598
118
$1.39M 0.21%
25,826
-1,416
119
$1.39M 0.21%
14,933
-769
120
$1.39M 0.21%
51,322
+29,913
121
$1.37M 0.21%
24,770
-21,582
122
$1.36M 0.21%
14,981
-813
123
$1.36M 0.21%
64,154
+4,705
124
$1.35M 0.21%
79,504
+4,238
125
$1.34M 0.21%
53,949
+6,259