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
1176
$40K ﹤0.01%
654
+106
1177
$40K ﹤0.01%
564
-883
1178
$40K ﹤0.01%
3,050
1179
$40K ﹤0.01%
582
-18
1180
$40K ﹤0.01%
765
-290
1181
$40K ﹤0.01%
1,371
-506
1182
$40K ﹤0.01%
1,460
-300
1183
$40K ﹤0.01%
951
1184
$39K ﹤0.01%
1,101
+516
1185
$39K ﹤0.01%
+1,873
1186
$39K ﹤0.01%
2,400
-388
1187
$39K ﹤0.01%
2,120
-400
1188
$39K ﹤0.01%
250
1189
$39K ﹤0.01%
1,422
1190
$39K ﹤0.01%
3,280
1191
$39K ﹤0.01%
444
-20
1192
$39K ﹤0.01%
790
1193
$39K ﹤0.01%
209
-1,337
1194
$39K ﹤0.01%
912
-24
1195
$39K ﹤0.01%
+2,367
1196
$38K ﹤0.01%
2,175
+535
1197
$38K ﹤0.01%
2,815
1198
$38K ﹤0.01%
2,100
1199
$38K ﹤0.01%
1,425
+865
1200
$38K ﹤0.01%
2,828
+8
46 47
48
49 50