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
1351
$28K ﹤0.01%
+3,808
1352
$28K ﹤0.01%
2,006
+4
1353
$28K ﹤0.01%
2,000
1354
$28K ﹤0.01%
55
+43
1355
$28K ﹤0.01%
813
1356
$28K ﹤0.01%
751
-150
1357
$27K ﹤0.01%
1,821
-1,009
1358
$27K ﹤0.01%
1,200
-300
1359
$27K ﹤0.01%
2,043
1360
$27K ﹤0.01%
537
1361
$27K ﹤0.01%
1,170
-1,508
1362
$27K ﹤0.01%
500
+303
1363
$27K ﹤0.01%
927
+144
1364
$27K ﹤0.01%
1,200
1365
$27K ﹤0.01%
+551
1366
$27K ﹤0.01%
726
1367
$27K ﹤0.01%
2,090
+10
1368
$27K ﹤0.01%
3,250
+3,000
1369
$27K ﹤0.01%
421
1370
$27K ﹤0.01%
149
-230
1371
$27K ﹤0.01%
650
1372
$27K ﹤0.01%
1,297
-9
1373
$27K ﹤0.01%
800
1374
$27K ﹤0.01%
1,765
+765
1375
$27K ﹤0.01%
1,768
53 54
55
56 57