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
2226
$1K ﹤0.01%
+10
2227
$1K ﹤0.01%
+35
2228
$1K ﹤0.01%
+1,500
2229
$1K ﹤0.01%
+160
2230
$1K ﹤0.01%
+25
2231
$1K ﹤0.01%
+58
2232
$1K ﹤0.01%
+36
2233
$1K ﹤0.01%
+200
2234
$1K ﹤0.01%
+25
2235
$1K ﹤0.01%
+100
2236
$1K ﹤0.01%
+64
2237
$1K ﹤0.01%
+800
2238
$1K ﹤0.01%
+18
2239
$1K ﹤0.01%
+62
2240
$1K ﹤0.01%
+60
2241
$1K ﹤0.01%
+10
2242
$1K ﹤0.01%
+53
2243
$1K ﹤0.01%
+11
2244
$1K ﹤0.01%
+66
2245
$1K ﹤0.01%
+60
2246
$1K ﹤0.01%
+13
2247
$1K ﹤0.01%
+127
2248
$1K ﹤0.01%
+17
2249
$1K ﹤0.01%
+64
2250
$1K ﹤0.01%
+59