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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
$922M
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,978
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.09M
3
+$4.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.38M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.34M

Top Sells

1
+$4.6M
2
+$4.01M
3
+$3.86M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.62M
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$3.53M

Sector Composition

1 Technology 6.64%
2 Healthcare 5.2%
3 Industrials 4.78%
4 Energy 4.28%
5 Financials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1K ﹤0.01%
77
2477
$1K ﹤0.01%
156
-37
2478
$1K ﹤0.01%
16
2479
$1K ﹤0.01%
+120
2480
$1K ﹤0.01%
39
+25
2481
$1K ﹤0.01%
10
2482
$1K ﹤0.01%
52
2483
$1K ﹤0.01%
11
+1
2484
$1K ﹤0.01%
150
2485
$1K ﹤0.01%
20
-1,851
2486
$1K ﹤0.01%
55
-273
2487
$1K ﹤0.01%
76
-552
2488
$1K ﹤0.01%
21
-10
2489
$1K ﹤0.01%
28
-1,436
2490
$1K ﹤0.01%
+100
2491
$1K ﹤0.01%
80
+45
2492
$1K ﹤0.01%
140
2493
$1K ﹤0.01%
40
2494
$1K ﹤0.01%
100
2495
$1K ﹤0.01%
100
2496
$1K ﹤0.01%
+30
2497
$1K ﹤0.01%
150
2498
$1K ﹤0.01%
2
2499
$1K ﹤0.01%
29
2500
$1K ﹤0.01%
28
98 99
100
101 102