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
1901
$4K ﹤0.01%
+298
1902
$4K ﹤0.01%
+500
1903
$4K ﹤0.01%
+400
1904
$4K ﹤0.01%
+400
1905
$4K ﹤0.01%
+255
1906
$4K ﹤0.01%
+46
1907
$4K ﹤0.01%
+100
1908
$4K ﹤0.01%
+122
1909
$4K ﹤0.01%
+209
1910
$4K ﹤0.01%
+295
1911
$4K ﹤0.01%
+177
1912
$4K ﹤0.01%
+85
1913
$4K ﹤0.01%
+27
1914
$4K ﹤0.01%
+17
1915
$4K ﹤0.01%
+151
1916
$4K ﹤0.01%
+215
1917
$4K ﹤0.01%
+131
1918
$4K ﹤0.01%
+120
1919
$4K ﹤0.01%
+205
1920
$4K ﹤0.01%
+678
1921
$4K ﹤0.01%
+239
1922
$4K ﹤0.01%
+108
1923
$4K ﹤0.01%
+132
1924
$4K ﹤0.01%
+79
1925
$4K ﹤0.01%
+435