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
1301
$18K ﹤0.01%
+1,900
1302
$18K ﹤0.01%
+480
1303
$18K ﹤0.01%
+196
1304
$18K ﹤0.01%
+875
1305
$18K ﹤0.01%
+465
1306
$17K ﹤0.01%
+300
1307
$17K ﹤0.01%
+952
1308
$17K ﹤0.01%
+384
1309
$17K ﹤0.01%
+1,455
1310
$17K ﹤0.01%
+380
1311
$17K ﹤0.01%
+407
1312
$17K ﹤0.01%
+1,150
1313
$17K ﹤0.01%
+45
1314
$17K ﹤0.01%
+286
1315
$17K ﹤0.01%
+254
1316
$17K ﹤0.01%
+1,614
1317
$17K ﹤0.01%
+400
1318
$17K ﹤0.01%
+1,268
1319
$17K ﹤0.01%
+1,075
1320
$17K ﹤0.01%
+622
1321
$17K ﹤0.01%
+373
1322
$17K ﹤0.01%
+48
1323
$17K ﹤0.01%
+357
1324
$17K ﹤0.01%
+627
1325
$17K ﹤0.01%
+419
51 52
53
54 55