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
$572M
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,643
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.65M
3
+$3.63M
4
KO icon
Coca-Cola
KO
+$3.49M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$3.27M

Top Sells

1
+$6.21M
2
+$4.78M
3
+$4.31M
4
IBM icon
IBM
IBM
+$4.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.65M

Sector Composition

1 Consumer Staples 5.91%
2 Technology 5.28%
3 Energy 4.92%
4 Healthcare 4.67%
5 Industrials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$77K 0.01%
1,864
-268
727
$77K 0.01%
+1,895
728
$76K 0.01%
2,566
+1,816
729
$76K 0.01%
5,357
-37
730
$76K 0.01%
1,723
+34
731
$76K 0.01%
1,307
+616
732
$75K 0.01%
+2,070
733
$75K 0.01%
6,461
+88
734
$75K 0.01%
892
+72
735
$75K 0.01%
1,916
+985
736
$74K 0.01%
+10,000
737
$74K 0.01%
2,452
+1,498
738
$74K 0.01%
5,950
+3,025
739
$74K 0.01%
815
-4
740
$73K 0.01%
1,571
741
$73K 0.01%
1,622
-50
742
$73K 0.01%
1,533
+1
743
$73K 0.01%
3,098
-200
744
$73K 0.01%
5,225
-725
745
$73K 0.01%
651
-105
746
$73K 0.01%
6,412
+1,125
747
$73K 0.01%
1,865
+1,221
748
$73K 0.01%
3,604
+634
749
$72K 0.01%
429
-77
750
$72K 0.01%
1,985
-46,116
28 29
30
31 32