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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
2851
– –
-5
2852
$0 ﹤0.01%
51
2853
$0 ﹤0.01%
23
2854
– –
-36
2855
$0 ﹤0.01%
100
2856
$0 ﹤0.01%
50
-250
2857
– –
-710
2858
$0 ﹤0.01%
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2859
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6
+2
2860
$0 ﹤0.01%
+23
2861
$0 ﹤0.01%
1
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$0 ﹤0.01%
200
2863
– –
-1,845
2864
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-600
2865
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-400
2866
– –
-2,323
2867
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-69
2868
$0 ﹤0.01%
9
2869
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2870
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$0 ﹤0.01%
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2872
$0 ﹤0.01%
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2873
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2874
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-761
2875
– –
0
113 114
115
116 117