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
2351
$1K ﹤0.01%
+90
2352
$1K ﹤0.01%
+2
2353
$1K ﹤0.01%
+26
2354
$1K ﹤0.01%
+40
2355
$1K ﹤0.01%
+44
2356
$1K ﹤0.01%
+36
2357
$1K ﹤0.01%
+350
2358
$1K ﹤0.01%
+40
2359
$1K ﹤0.01%
+22
2360
$0 ﹤0.01%
+37
2361
$0 ﹤0.01%
+2
2362
$0 ﹤0.01%
+6
2363
$0 ﹤0.01%
+3
2364
$0 ﹤0.01%
+6
2365
$0 ﹤0.01%
+4
2366
$0 ﹤0.01%
+16
2367
$0 ﹤0.01%
+6
2368
$0 ﹤0.01%
+40
2369
$0 ﹤0.01%
+16
2370
$0 ﹤0.01%
+12
2371
$0 ﹤0.01%
+6
2372
$0 ﹤0.01%
+20
2373
$0 ﹤0.01%
+4
2374
$0 ﹤0.01%
+20
2375
– –
0
93 94
95
96 97