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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
2026
$5K ﹤0.01%
525
2027
$5K ﹤0.01%
383
2028
$5K ﹤0.01%
73
2029
$5K ﹤0.01%
126
+125
2030
$5K ﹤0.01%
68
2031
$5K ﹤0.01%
+163
2032
$5K ﹤0.01%
110
2033
$5K ﹤0.01%
+300
2034
$4K ﹤0.01%
516
-230
2035
$4K ﹤0.01%
102
2036
$4K ﹤0.01%
100
2037
$4K ﹤0.01%
476
2038
$4K ﹤0.01%
80
2039
$4K ﹤0.01%
43
2040
$4K ﹤0.01%
265
-2,799
2041
$4K ﹤0.01%
31
-313
2042
$4K ﹤0.01%
1,000
2043
$4K ﹤0.01%
80
2044
$4K ﹤0.01%
141
2045
$4K ﹤0.01%
65
2046
$4K ﹤0.01%
108
-128
2047
$4K ﹤0.01%
153
-1
2048
$4K ﹤0.01%
94
+92
2049
$4K ﹤0.01%
109
2050
$4K ﹤0.01%
131