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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
2576
$1K ﹤0.01%
84
2577
$1K ﹤0.01%
20
-859
2578
$1K ﹤0.01%
53
2579
$1K ﹤0.01%
18
-87
2580
$1K ﹤0.01%
62
2581
$1K ﹤0.01%
5
2582
$1K ﹤0.01%
100
2583
$1K ﹤0.01%
125
2584
$1K ﹤0.01%
116
-533
2585
$1K ﹤0.01%
74
2586
$1K ﹤0.01%
500
-500
2587
$1K ﹤0.01%
19
-3
2588
$1K ﹤0.01%
40
2589
$1K ﹤0.01%
40
2590
$1K ﹤0.01%
255
2591
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300
2592
$1K ﹤0.01%
67
2593
$1K ﹤0.01%
+20
2594
$1K ﹤0.01%
50
2595
$1K ﹤0.01%
11
2596
$1K ﹤0.01%
125
2597
$1K ﹤0.01%
50
-10
2598
$1K ﹤0.01%
7
2599
$1K ﹤0.01%
34
2600
$1K ﹤0.01%
58
-72
102 103
104
105 106