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
1826
$5K ﹤0.01%
+124
1827
$5K ﹤0.01%
+100
1828
$5K ﹤0.01%
+175
1829
$5K ﹤0.01%
+149
1830
$5K ﹤0.01%
+700
1831
$5K ﹤0.01%
+260
1832
$5K ﹤0.01%
+300
1833
$5K ﹤0.01%
+1,010
1834
$5K ﹤0.01%
+182
1835
$5K ﹤0.01%
+235
1836
$5K ﹤0.01%
+276
1837
$5K ﹤0.01%
+400
1838
$5K ﹤0.01%
+200
1839
$5K ﹤0.01%
+200
1840
$5K ﹤0.01%
+99
1841
$5K ﹤0.01%
+200
1842
$5K ﹤0.01%
+196
1843
$5K ﹤0.01%
+57
1844
$5K ﹤0.01%
+500
1845
$5K ﹤0.01%
+315
1846
$5K ﹤0.01%
+300
1847
$5K ﹤0.01%
+110
1848
$5K ﹤0.01%
+1,000
1849
$5K ﹤0.01%
+1,278
1850
$5K ﹤0.01%
+377