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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
$2.79B
AUM Growth
+$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,368
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$20.7M
3
+$20.5M
4
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$19.3M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$15.8M

Top Sells

1
+$42.9M
2
+$8.14M
3
+$3.78M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$3.49M
5
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.38M

Sector Composition

1 Consumer Staples 4.6%
2 Healthcare 4.31%
3 Technology 4.28%
4 Communication Services 3.92%
5 Industrials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3326
$3K ﹤0.01%
76
3327
$3K ﹤0.01%
2
3328
$3K ﹤0.01%
526
+4
3329
$3K ﹤0.01%
+200
3330
$3K ﹤0.01%
154
-256
3331
$3K ﹤0.01%
417
3332
$3K ﹤0.01%
100
3333
$3K ﹤0.01%
170
-84
3334
$3K ﹤0.01%
+83
3335
$3K ﹤0.01%
+70
3336
$3K ﹤0.01%
94
3337
$3K ﹤0.01%
17
3338
$3K ﹤0.01%
89
-5
3339
$3K ﹤0.01%
75
3340
$3K ﹤0.01%
4
3341
$3K ﹤0.01%
225
3342
$3K ﹤0.01%
213
+4
3343
$3K ﹤0.01%
61
-45
3344
$3K ﹤0.01%
176
-200
3345
$3K ﹤0.01%
97
+79
3346
$3K ﹤0.01%
100
3347
$3K ﹤0.01%
174
+1
3348
$3K ﹤0.01%
132
3349
$3K ﹤0.01%
41
3350
$3K ﹤0.01%
100
132 133
134
135 136