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
951
$71K 0.01%
835
+12
952
$70K 0.01%
1,365
+605
953
$70K 0.01%
5,988
954
$70K 0.01%
2,050
+480
955
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4,200
+100
956
$70K 0.01%
1,117
+796
957
$70K 0.01%
602
+2
958
$70K 0.01%
967
959
$70K 0.01%
+3,536
960
$69K 0.01%
5,882
+800
961
$69K 0.01%
3,025
-11,272
962
$69K 0.01%
2,515
+700
963
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8,065
+5,600
964
$69K 0.01%
292
-16
965
$69K 0.01%
2,464
+2,239
966
$69K 0.01%
2,530
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967
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7,025
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968
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862
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969
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597
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971
$68K 0.01%
1,911
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972
$68K 0.01%
1,550
973
$68K 0.01%
5,000
974
$68K 0.01%
3,041
975
$68K 0.01%
1,443
-522
37 38
39
40 41