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
2551
$1K ﹤0.01%
62
2552
$1K ﹤0.01%
58
+12
2553
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45
2554
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8
2555
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2556
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2557
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6
+1
2558
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2559
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65
2560
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15
2561
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22
2562
$1K ﹤0.01%
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2563
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173
2564
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106
2565
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8
2566
$1K ﹤0.01%
+5
2567
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22
2568
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22
2569
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22
2570
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130
2571
$1K ﹤0.01%
25
2572
$1K ﹤0.01%
75
2573
$1K ﹤0.01%
30
2574
$1K ﹤0.01%
18
2575
$1K ﹤0.01%
+26
101 102
103
104 105