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
1976
$3K ﹤0.01%
+110
1977
$3K ﹤0.01%
+129
1978
$3K ﹤0.01%
+100
1979
$3K ﹤0.01%
+52
1980
$3K ﹤0.01%
+35
1981
$3K ﹤0.01%
+65
1982
$3K ﹤0.01%
+400
1983
$3K ﹤0.01%
+128
1984
$3K ﹤0.01%
+155
1985
$3K ﹤0.01%
+100
1986
$3K ﹤0.01%
+135
1987
$3K ﹤0.01%
+150
1988
$3K ﹤0.01%
+86
1989
$3K ﹤0.01%
+465
1990
$3K ﹤0.01%
+200
1991
$3K ﹤0.01%
+84
1992
$3K ﹤0.01%
+394
1993
$3K ﹤0.01%
+22
1994
$3K ﹤0.01%
+275
1995
$3K ﹤0.01%
+25
1996
$3K ﹤0.01%
+50
1997
$3K ﹤0.01%
+103
1998
$3K ﹤0.01%
+47
1999
$3K ﹤0.01%
+34
2000
$3K ﹤0.01%
+100
78 79
80
81 82