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
1651
$8K ﹤0.01%
+452
1652
$8K ﹤0.01%
+414
1653
$8K ﹤0.01%
+200
1654
$8K ﹤0.01%
+260
1655
$8K ﹤0.01%
+100
1656
$8K ﹤0.01%
+1,512
1657
$8K ﹤0.01%
+436
1658
$8K ﹤0.01%
+100
1659
$8K ﹤0.01%
+450
1660
$8K ﹤0.01%
+200
1661
$8K ﹤0.01%
+175
1662
$8K ﹤0.01%
+350
1663
$8K ﹤0.01%
+1,179
1664
$7K ﹤0.01%
+177
1665
$7K ﹤0.01%
+264
1666
$7K ﹤0.01%
+120
1667
$7K ﹤0.01%
+361
1668
$7K ﹤0.01%
+299
1669
$7K ﹤0.01%
+427
1670
$7K ﹤0.01%
+450
1671
$7K ﹤0.01%
+173
1672
$7K ﹤0.01%
+275
1673
$7K ﹤0.01%
+204
1674
$7K ﹤0.01%
+200
1675
$7K ﹤0.01%
+600