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
$829M
AUM Growth
+$81.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,899
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.77M
3
+$4.3M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.97M
5
AAPL icon
Apple
AAPL
+$2.88M

Top Sells

1
+$3.83M
2
+$1.56M
3
+$1.53M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$1.51M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.34M

Sector Composition

1 Technology 6.47%
2 Energy 5.58%
3 Healthcare 5.2%
4 Financials 4.84%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1K ﹤0.01%
120
2477
$1K ﹤0.01%
35
2478
$1K ﹤0.01%
44
2479
$1K ﹤0.01%
40
2480
$1K ﹤0.01%
90
2481
$1K ﹤0.01%
5
2482
$1K ﹤0.01%
17
2483
$1K ﹤0.01%
10
-83
2484
$1K ﹤0.01%
23
2485
$1K ﹤0.01%
+18
2486
$1K ﹤0.01%
26
2487
$1K ﹤0.01%
+52
2488
$1K ﹤0.01%
40
2489
$1K ﹤0.01%
15
-250
2490
$1K ﹤0.01%
10
2491
$1K ﹤0.01%
100
2492
$1K ﹤0.01%
+29
2493
$1K ﹤0.01%
61
2494
$1K ﹤0.01%
20
2495
$1K ﹤0.01%
10
2496
$1K ﹤0.01%
34
2497
$1K ﹤0.01%
62
2498
$1K ﹤0.01%
100
2499
$1K ﹤0.01%
160
2500
$1K ﹤0.01%
22
98 99
100
101 102