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
$829M
AUM Growth
+$81.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,899
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.77M
3
+$4.3M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.97M
5
AAPL icon
Apple
AAPL
+$2.88M

Top Sells

1
+$3.83M
2
+$1.56M
3
+$1.53M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$1.51M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.34M

Sector Composition

1 Technology 6.47%
2 Energy 5.58%
3 Healthcare 5.2%
4 Financials 4.84%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$85K 0.01%
541
-250
877
$85K 0.01%
3,011
+67
878
$84K 0.01%
1,649
-66
879
$84K 0.01%
3,016
-561
880
$84K 0.01%
6,721
+98
881
$84K 0.01%
963
+381
882
$84K 0.01%
1,966
+184
883
$83K 0.01%
3,838
+36
884
$83K 0.01%
301
+189
885
$83K 0.01%
5,108
-88
886
$83K 0.01%
2,993
-320
887
$83K 0.01%
1,962
+726
888
$82K 0.01%
2,947
+2,183
889
$82K 0.01%
1,843
+55
890
$82K 0.01%
849
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891
$81K 0.01%
2,702
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892
$81K 0.01%
1,344
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893
$81K 0.01%
2,235
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894
$81K 0.01%
1,642
-380
895
$80K 0.01%
1,228
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896
$80K 0.01%
877
-29
897
$79K 0.01%
1,915
+195
898
$79K 0.01%
1,179
+969
899
$79K 0.01%
1,542
-148
900
$78K 0.01%
1,704
-293
34 35
36
37 38