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
1876
$4K ﹤0.01%
+97
1877
$4K ﹤0.01%
+75
1878
$4K ﹤0.01%
+263
1879
$4K ﹤0.01%
+191
1880
$4K ﹤0.01%
+144
1881
$4K ﹤0.01%
+300
1882
$4K ﹤0.01%
+60
1883
$4K ﹤0.01%
+300
1884
$4K ﹤0.01%
+25
1885
$4K ﹤0.01%
+400
1886
$4K ﹤0.01%
+79
1887
$4K ﹤0.01%
+500
1888
$4K ﹤0.01%
+67
1889
$4K ﹤0.01%
+322
1890
$4K ﹤0.01%
+42
1891
$4K ﹤0.01%
+100
1892
$4K ﹤0.01%
+237
1893
$4K ﹤0.01%
+119
1894
$4K ﹤0.01%
+500
1895
$4K ﹤0.01%
+164
1896
$4K ﹤0.01%
+390
1897
$4K ﹤0.01%
+380
1898
$4K ﹤0.01%
+292
1899
$4K ﹤0.01%
+267
1900
$4K ﹤0.01%
+75