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
$922M
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,978
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.09M
3
+$4.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.38M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.34M

Top Sells

1
+$4.6M
2
+$4.01M
3
+$3.86M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.62M
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$3.53M

Sector Composition

1 Technology 6.64%
2 Healthcare 5.2%
3 Industrials 4.78%
4 Energy 4.28%
5 Financials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$64K 0.01%
3,013
-28
977
$63K 0.01%
584
+27
978
$63K 0.01%
1,041
-238
979
$63K 0.01%
3,790
-315
980
$63K 0.01%
548
+124
981
$63K 0.01%
4,526
-1
982
$63K 0.01%
4,564
983
$63K 0.01%
5,963
-285
984
$63K 0.01%
2,180
+390
985
$63K 0.01%
1,359
+59
986
$63K 0.01%
996
-47
987
$63K 0.01%
1,280
-163
988
$63K 0.01%
1,767
+42
989
$63K 0.01%
2,464
990
$62K 0.01%
3,300
+1,200
991
$62K 0.01%
1,666
+853
992
$62K 0.01%
5,882
993
$62K 0.01%
656
994
$62K 0.01%
2,910
-115
995
$62K 0.01%
2,029
+601
996
$62K 0.01%
663
+71
997
$62K 0.01%
967
998
$61K 0.01%
1,152
-72
999
$61K 0.01%
2,274
-3,630
1000
$61K 0.01%
770
+299
38 39
40
41 42