MFS

McNamara Financial Services Portfolio holdings

AUM $527M
1-Year Est. Return 15.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
-$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$376K
3
+$235K
4
MS icon
Morgan Stanley
MS
+$197K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$128K

Top Sells

1
+$26.2M
2
+$13.4M
3
+$6.66M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$5.37M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$4.54M

Sector Composition

1 Technology 0.42%
2 Healthcare 0.12%
3 Energy 0.1%
4 Consumer Staples 0.09%
5 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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85
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86
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87
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88
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89
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90
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-9,309
1 2 3
4