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
1526
$11K ﹤0.01%
+1,300
1527
$11K ﹤0.01%
+334
1528
$11K ﹤0.01%
+265
1529
$11K ﹤0.01%
+3,000
1530
$10K ﹤0.01%
+303
1531
$10K ﹤0.01%
+218
1532
$10K ﹤0.01%
+93
1533
$10K ﹤0.01%
+550
1534
$10K ﹤0.01%
+1,746
1535
$10K ﹤0.01%
+900
1536
$10K ﹤0.01%
+1,837
1537
$10K ﹤0.01%
+319
1538
$10K ﹤0.01%
+252
1539
$10K ﹤0.01%
+200
1540
$10K ﹤0.01%
+775
1541
$10K ﹤0.01%
+401
1542
$10K ﹤0.01%
+215
1543
$10K ﹤0.01%
+100
1544
$10K ﹤0.01%
+260
1545
$10K ﹤0.01%
+600
1546
$10K ﹤0.01%
+1,380
1547
$10K ﹤0.01%
+225
1548
$10K ﹤0.01%
+401
1549
$10K ﹤0.01%
+900
1550
$10K ﹤0.01%
+546
60 61
62
63 64