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
926
$73K 0.01%
540
+500
927
$73K 0.01%
5,333
+210
928
$73K 0.01%
4,900
-2,676
929
$73K 0.01%
3,038
-1,508
930
$73K 0.01%
3,065
+690
931
$73K 0.01%
1,464
+866
932
$73K 0.01%
3,340
-530
933
$73K 0.01%
4,763
+13
934
$73K 0.01%
2,475
-40
935
$73K 0.01%
+3,319
936
$73K 0.01%
+1,300
937
$72K 0.01%
1,532
+1,065
938
$72K 0.01%
2,253
+392
939
$72K 0.01%
2,636
-595
940
$72K 0.01%
1,725
+389
941
$72K 0.01%
1,581
942
$72K 0.01%
1,708
+296
943
$72K 0.01%
5,774
-5,149
944
$72K 0.01%
987
+27
945
$72K 0.01%
910
-859
946
$71K 0.01%
945
+98
947
$71K 0.01%
5,281
-124
948
$71K 0.01%
2,652
+6
949
$71K 0.01%
1,961
950
$71K 0.01%
+5,011
36 37
38
39 40