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
1301
$31K ﹤0.01%
1,324
+1,000
1302
$31K ﹤0.01%
194
+178
1303
$30K ﹤0.01%
227
1304
$30K ﹤0.01%
2,218
+1,104
1305
$30K ﹤0.01%
724
-800
1306
$30K ﹤0.01%
2,422
-500
1307
$30K ﹤0.01%
358
+158
1308
$30K ﹤0.01%
1,150
1309
$30K ﹤0.01%
2,220
1310
$30K ﹤0.01%
1,048
+431
1311
$30K ﹤0.01%
1,076
+20
1312
$30K ﹤0.01%
221
-15
1313
$30K ﹤0.01%
832
+1
1314
$30K ﹤0.01%
2,229
-100
1315
$30K ﹤0.01%
3,000
+1,000
1316
$30K ﹤0.01%
1,195
-75
1317
$30K ﹤0.01%
1,441
+44
1318
$30K ﹤0.01%
840
1319
$30K ﹤0.01%
+750
1320
$30K ﹤0.01%
852
1321
$29K ﹤0.01%
1,206
1322
$29K ﹤0.01%
706
1323
$29K ﹤0.01%
1,221
-321
1324
$29K ﹤0.01%
271
-12
1325
$29K ﹤0.01%
2,775
+2,325
51 52
53
54 55