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%
+141
2227
$1K ﹤0.01%
+22
2228
$1K ﹤0.01%
+45
2229
$1K ﹤0.01%
+36
2230
$1K ﹤0.01%
+8
2231
$1K ﹤0.01%
+25
2232
$1K ﹤0.01%
+58
2233
$1K ﹤0.01%
+68
2234
$1K ﹤0.01%
+13
2235
$1K ﹤0.01%
+54
2236
$1K ﹤0.01%
+70
2237
0
2238
$1K ﹤0.01%
+22
2239
$1K ﹤0.01%
+8
2240
$1K ﹤0.01%
+77
2241
$1K ﹤0.01%
+42
2242
$1K ﹤0.01%
+42
2243
$1K ﹤0.01%
+15
2244
$1K ﹤0.01%
+17
2245
$1K ﹤0.01%
+36
2246
$1K ﹤0.01%
+50
2247
$1K ﹤0.01%
+40
2248
$1K ﹤0.01%
+28
2249
$1K ﹤0.01%
+36
2250
$1K ﹤0.01%
+20