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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
2601
$1K ﹤0.01%
50
2602
$1K ﹤0.01%
100
2603
$1K ﹤0.01%
60
2604
$1K ﹤0.01%
116
2605
$1K ﹤0.01%
131
2606
$1K ﹤0.01%
125
2607
$1K ﹤0.01%
28
2608
$1K ﹤0.01%
33
+3
2609
$0 ﹤0.01%
11
2610
$0 ﹤0.01%
2
2611
– –
0
2612
– –
-1,329
2613
– –
-185
2614
– –
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2615
$0 ﹤0.01%
5
2616
– –
-10
2617
$0 ﹤0.01%
2
+1
2618
– –
-624
2619
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2620
$0 ﹤0.01%
1
2621
$0 ﹤0.01%
1
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2622
– –
-9
2623
$0 ﹤0.01%
288
+62
2624
– –
-160
2625
$0 ﹤0.01%
22
-100
103 104
105
106 107