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
1476
$12K ﹤0.01%
+257
1477
$12K ﹤0.01%
+1,709
1478
$12K ﹤0.01%
+1,025
1479
$12K ﹤0.01%
+114
1480
$12K ﹤0.01%
+856
1481
$12K ﹤0.01%
+13
1482
$12K ﹤0.01%
+321
1483
$12K ﹤0.01%
+185
1484
$12K ﹤0.01%
+525
1485
$12K ﹤0.01%
+717
1486
$12K ﹤0.01%
+756
1487
$12K ﹤0.01%
+1,043
1488
$12K ﹤0.01%
+154
1489
$12K ﹤0.01%
+1
1490
$12K ﹤0.01%
+809
1491
$12K ﹤0.01%
+179
1492
$11K ﹤0.01%
+400
1493
$11K ﹤0.01%
+200
1494
$11K ﹤0.01%
+400
1495
$11K ﹤0.01%
+2,500
1496
$11K ﹤0.01%
+237
1497
$11K ﹤0.01%
+225
1498
$11K ﹤0.01%
+555
1499
$11K ﹤0.01%
+355
1500
$11K ﹤0.01%
+1,463
58 59
60
61 62