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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
$695M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,786
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.74%
2 Energy 5.1%
3 Financials 4.85%
4 Industrials 4.53%
5 Healthcare 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$6K ﹤0.01%
498
-2
1952
$6K ﹤0.01%
400
-1,500
1953
$6K ﹤0.01%
100
1954
$6K ﹤0.01%
108
1955
$6K ﹤0.01%
132
-1
1956
$6K ﹤0.01%
471
-135
1957
$6K ﹤0.01%
325
-1,387
1958
$6K ﹤0.01%
1,000
1959
$5K ﹤0.01%
+163
1960
$5K ﹤0.01%
209
1961
$5K ﹤0.01%
85
1962
$5K ﹤0.01%
66
-5
1963
$5K ﹤0.01%
155
1964
$5K ﹤0.01%
400
1965
$5K ﹤0.01%
225
+125
1966
$5K ﹤0.01%
300
1967
$5K ﹤0.01%
215
-50
1968
$5K ﹤0.01%
127
1969
$5K ﹤0.01%
650
+648
1970
$5K ﹤0.01%
200
-40
1971
$5K ﹤0.01%
149
1972
$5K ﹤0.01%
157
1973
$5K ﹤0.01%
160
1974
$5K ﹤0.01%
100
-405
1975
$5K ﹤0.01%
55
-23