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%
+22
2252
$1K ﹤0.01%
+40
2253
$1K ﹤0.01%
+22
2254
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+62
2255
$1K ﹤0.01%
+180
2256
$1K ﹤0.01%
+75
2257
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+50
2258
$1K ﹤0.01%
+5
2259
$1K ﹤0.01%
+21
2260
$1K ﹤0.01%
+141
2261
$1K ﹤0.01%
+22
2262
$1K ﹤0.01%
+45
2263
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+36
2264
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+8
2265
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+200
2266
$1K ﹤0.01%
+70
2267
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+68
2268
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+13
2269
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+54
2270
$1K ﹤0.01%
+70
2271
0
2272
$1K ﹤0.01%
+22
2273
$1K ﹤0.01%
+64
2274
$1K ﹤0.01%
+137
2275
$1K ﹤0.01%
+35