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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
3826
$1K ﹤0.01%
98
3827
$1K ﹤0.01%
58
+22
3828
$1K ﹤0.01%
140
3829
$1K ﹤0.01%
267
+200
3830
$1K ﹤0.01%
44
+16
3831
$1K ﹤0.01%
40
3832
$1K ﹤0.01%
61
-56
3833
$1K ﹤0.01%
49
-50
3834
$1K ﹤0.01%
17
-100
3835
$1K ﹤0.01%
19
-1
3836
$1K ﹤0.01%
125
3837
$0 ﹤0.01%
11
-109
3838
– –
-318
3839
– –
-31
3840
– –
-75
3841
– –
-2
3842
– –
0
3843
– –
-225
3844
– –
-600
3845
$0 ﹤0.01%
10
-19
3846
– –
-3,000
3847
$0 ﹤0.01%
3
-8
3848
– –
-255
3849
$0 ﹤0.01%
22
3850
– –
0
152 153
154
155 156