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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
2651
– –
-70
2652
– –
-1,200
2653
$0 ﹤0.01%
+4
2654
– –
-11
2655
$0 ﹤0.01%
12
2656
$0 ﹤0.01%
25
2657
$0 ﹤0.01%
25
2658
– –
-2
2659
– –
-50
2660
$0 ﹤0.01%
15
2661
– –
-140
2662
$0 ﹤0.01%
13
2663
$0 ﹤0.01%
3
2664
– –
-408
2665
– –
-325
2666
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-440
2667
– –
-56
2668
$0 ﹤0.01%
14
2669
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-436
2670
$0 ﹤0.01%
23
2671
$0 ﹤0.01%
2
2672
– –
-83
2673
– –
-3,415
2674
– –
-57
2675
– –
-4,825
105 106
107
108 109