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
1701
$7K ﹤0.01%
+175
1702
$7K ﹤0.01%
+103
1703
$7K ﹤0.01%
+168
1704
$7K ﹤0.01%
+242
1705
$7K ﹤0.01%
+1,540
1706
$7K ﹤0.01%
+400
1707
$7K ﹤0.01%
+102
1708
$7K ﹤0.01%
+571
1709
$7K ﹤0.01%
+150
1710
$7K ﹤0.01%
+720
1711
$7K ﹤0.01%
+800
1712
$7K ﹤0.01%
+525
1713
$7K ﹤0.01%
+187
1714
$7K ﹤0.01%
+500
1715
$7K ﹤0.01%
+110
1716
$7K ﹤0.01%
+420
1717
$7K ﹤0.01%
+272
1718
$7K ﹤0.01%
+642
1719
$7K ﹤0.01%
+225
1720
$7K ﹤0.01%
+234
1721
$7K ﹤0.01%
+178
1722
$7K ﹤0.01%
+127
1723
$7K ﹤0.01%
+1,093
1724
$7K ﹤0.01%
+7
1725
$6K ﹤0.01%
+250