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
2251
$1K ﹤0.01%
+26
2252
$1K ﹤0.01%
+200
2253
$1K ﹤0.01%
+25
2254
$1K ﹤0.01%
+100
2255
$1K ﹤0.01%
+100
2256
$1K ﹤0.01%
+27
2257
$1K ﹤0.01%
+74
2258
$1K ﹤0.01%
+25
2259
$1K ﹤0.01%
+25
2260
$1K ﹤0.01%
+40
2261
$1K ﹤0.01%
+30
2262
$1K ﹤0.01%
+64
2263
$1K ﹤0.01%
+800
2264
$1K ﹤0.01%
+18
2265
$1K ﹤0.01%
+62
2266
$1K ﹤0.01%
+75
2267
0
2268
$1K ﹤0.01%
+17
2269
$1K ﹤0.01%
+5
2270
$1K ﹤0.01%
+100
2271
$1K ﹤0.01%
+60
2272
$1K ﹤0.01%
+10
2273
$1K ﹤0.01%
+53
2274
$1K ﹤0.01%
+11
2275
$1K ﹤0.01%
+21