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
2276
$1K ﹤0.01%
+1
2277
$1K ﹤0.01%
+76
2278
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+60
2279
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+50
2280
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2281
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+28
2282
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+25
2283
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+50
2284
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+97
2285
0
2286
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+100
2287
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+62
2288
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+100
2289
$1K ﹤0.01%
+360
2290
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+50
2291
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+20
2292
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+70
2293
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2294
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+60
2295
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+15
2296
$1K ﹤0.01%
+29
2297
$1K ﹤0.01%
+40
2298
$1K ﹤0.01%
+13
2299
$1K ﹤0.01%
+127
2300
$1K ﹤0.01%
+17