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
2201
– –
0
2202
$1K ﹤0.01%
+100
2203
$1K ﹤0.01%
+40
2204
$1K ﹤0.01%
+91
2205
$1K ﹤0.01%
+16
2206
$1K ﹤0.01%
+40
2207
$1K ﹤0.01%
+34
2208
$1K ﹤0.01%
+100
2209
$1K ﹤0.01%
+62
2210
$1K ﹤0.01%
+100
2211
$1K ﹤0.01%
+360
2212
$1K ﹤0.01%
+50
2213
$1K ﹤0.01%
+20
2214
$1K ﹤0.01%
+70
2215
$1K ﹤0.01%
+451
2216
$1K ﹤0.01%
+13
2217
$1K ﹤0.01%
+41
2218
$1K ﹤0.01%
+32
2219
$1K ﹤0.01%
+54
2220
$1K ﹤0.01%
+120
2221
$1K ﹤0.01%
+64
2222
$1K ﹤0.01%
+15
2223
$1K ﹤0.01%
+29
2224
$1K ﹤0.01%
+40
2225
$1K ﹤0.01%
+21
87 88
89
90 91