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
1326
$29K ﹤0.01%
1,955
+1,830
1327
$29K ﹤0.01%
923
-49
1328
$29K ﹤0.01%
1,800
-608
1329
$29K ﹤0.01%
400
-96
1330
$29K ﹤0.01%
378
+2
1331
$29K ﹤0.01%
1,977
1332
$29K ﹤0.01%
+1,268
1333
$29K ﹤0.01%
620
+200
1334
$29K ﹤0.01%
4,955
+3,837
1335
$29K ﹤0.01%
1,832
+423
1336
$29K ﹤0.01%
577
+206
1337
$29K ﹤0.01%
2,020
-600
1338
$29K ﹤0.01%
2,000
1339
$29K ﹤0.01%
12,514
+8,274
1340
$28K ﹤0.01%
2,215
-102
1341
$28K ﹤0.01%
144
+82
1342
$28K ﹤0.01%
1,279
+459
1343
$28K ﹤0.01%
1,700
+300
1344
$28K ﹤0.01%
798
-94
1345
$28K ﹤0.01%
574
-150
1346
$28K ﹤0.01%
1,845
+13
1347
$28K ﹤0.01%
+559
1348
$28K ﹤0.01%
1,563
1349
$28K ﹤0.01%
954
1350
$28K ﹤0.01%
1,212
+156
52 53
54
55 56