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
2526
$1K ﹤0.01%
193
+156
2527
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+16
2528
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21
2529
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6
-2
2530
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19
-34,170
2531
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22
2532
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50
-200
2533
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20
+3
2534
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70
2535
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50
2536
$1K ﹤0.01%
20
2537
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+50
2538
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15
2539
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56
2540
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14
2541
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127
2542
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35
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2543
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40
2544
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100
2545
$1K ﹤0.01%
15
2546
$1K ﹤0.01%
15
2547
$1K ﹤0.01%
30
2548
$1K ﹤0.01%
100
2549
$1K ﹤0.01%
150
2550
$1K ﹤0.01%
50
100 101
102
103 104