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
$572M
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,643
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.65M
3
+$3.63M
4
KO icon
Coca-Cola
KO
+$3.49M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$3.27M

Top Sells

1
+$6.21M
2
+$4.78M
3
+$4.31M
4
IBM icon
IBM
IBM
+$4.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.65M

Sector Composition

1 Consumer Staples 5.91%
2 Technology 5.28%
3 Energy 4.92%
4 Healthcare 4.67%
5 Industrials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$19K ﹤0.01%
530
-6,485
1227
$19K ﹤0.01%
935
+675
1228
$19K ﹤0.01%
884
1229
$19K ﹤0.01%
415
-100
1230
$19K ﹤0.01%
286
1231
$19K ﹤0.01%
48
1232
$19K ﹤0.01%
600
-5,800
1233
$19K ﹤0.01%
1,700
1234
$19K ﹤0.01%
3,000
1235
$19K ﹤0.01%
401
-299
1236
$19K ﹤0.01%
349
-8
1237
$19K ﹤0.01%
645
-730
1238
$18K ﹤0.01%
+200
1239
$18K ﹤0.01%
1,018
1240
$18K ﹤0.01%
296
+200
1241
$18K ﹤0.01%
133
1242
$18K ﹤0.01%
400
-100
1243
$18K ﹤0.01%
+1,000
1244
$18K ﹤0.01%
1,262
+300
1245
$18K ﹤0.01%
99
-48
1246
$18K ﹤0.01%
240
+120
1247
$18K ﹤0.01%
2,274
1248
$18K ﹤0.01%
535
-1,139
1249
$18K ﹤0.01%
1,546
-378
1250
$18K ﹤0.01%
2,160
-4,695
48 49
50
51 52