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
1426
$13K ﹤0.01%
+690
1427
$13K ﹤0.01%
+200
1428
$13K ﹤0.01%
+470
1429
$13K ﹤0.01%
+252
1430
$13K ﹤0.01%
+1,000
1431
$13K ﹤0.01%
+485
1432
$13K ﹤0.01%
+178
1433
$13K ﹤0.01%
+258
1434
$13K ﹤0.01%
+1,644
1435
$13K ﹤0.01%
+410
1436
$13K ﹤0.01%
+1,000
1437
$13K ﹤0.01%
+495
1438
$13K ﹤0.01%
+174
1439
$13K ﹤0.01%
+556
1440
$13K ﹤0.01%
+437
1441
$13K ﹤0.01%
+300
1442
$13K ﹤0.01%
+657
1443
$13K ﹤0.01%
+759
1444
$13K ﹤0.01%
+360
1445
$13K ﹤0.01%
+121
1446
$13K ﹤0.01%
+436
1447
$13K ﹤0.01%
+1,100
1448
$13K ﹤0.01%
+600
1449
$13K ﹤0.01%
+173
1450
$13K ﹤0.01%
+200