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
2451
$0 ﹤0.01%
+13
2452
$0 ﹤0.01%
+60
2453
$0 ﹤0.01%
+5
2454
$0 ﹤0.01%
+30
2455
$0 ﹤0.01%
+6
2456
$0 ﹤0.01%
+15
2457
$0 ﹤0.01%
+3
2458
$0 ﹤0.01%
+11
2459
0
2460
$0 ﹤0.01%
+25
2461
$0 ﹤0.01%
+14
2462
$0 ﹤0.01%
+9
2463
$0 ﹤0.01%
+8
2464
$0 ﹤0.01%
+4
2465
$0 ﹤0.01%
+20
2466
$0 ﹤0.01%
+32
2467
$0 ﹤0.01%
+11
2468
$0 ﹤0.01%
+8
2469
$0 ﹤0.01%
+27
2470
$0 ﹤0.01%
+14
2471
$0 ﹤0.01%
+2
2472
$0 ﹤0.01%
+7
2473
$0 ﹤0.01%
+34
2474
$0 ﹤0.01%
+2
2475
$0 ﹤0.01%
+7