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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
3851
$0 ﹤0.01%
4
3852
– –
-599
3853
$0 ﹤0.01%
14
-9
3854
$0 ﹤0.01%
6
-2
3855
$0 ﹤0.01%
25
3856
– –
-18
3857
$0 ﹤0.01%
9
-6
3858
$0 ﹤0.01%
+20
3859
$0 ﹤0.01%
8
3860
$0 ﹤0.01%
27
3861
– –
0
3862
$0 ﹤0.01%
210
3863
$0 ﹤0.01%
4
3864
– –
-40
3865
– –
-150
3866
– –
-1,729
3867
– –
0
3868
– –
-328
3869
– –
-32,790
3870
– –
-9,725
3871
– –
-10,051
3872
– –
-567
3873
– –
-700
3874
– –
-1,050
3875
– –
-31
153 154
155
156 157