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
1401
$12K ﹤0.01%
400
+200
1402
$12K ﹤0.01%
200
1403
$12K ﹤0.01%
241
1404
$12K ﹤0.01%
1,100
+200
1405
$11K ﹤0.01%
196
-162
1406
$11K ﹤0.01%
100
1407
$11K ﹤0.01%
179
+1
1408
$11K ﹤0.01%
480
1409
$11K ﹤0.01%
+633
1410
$11K ﹤0.01%
208
-248
1411
$11K ﹤0.01%
197
-150
1412
$11K ﹤0.01%
437
+8
1413
$11K ﹤0.01%
174
1414
$11K ﹤0.01%
451
1415
$11K ﹤0.01%
242
-354
1416
$11K ﹤0.01%
856
1417
$11K ﹤0.01%
569
-832
1418
$11K ﹤0.01%
296
-50
1419
$11K ﹤0.01%
150
-3,610
1420
$11K ﹤0.01%
375
-255
1421
$11K ﹤0.01%
404
1422
$11K ﹤0.01%
712
1423
$11K ﹤0.01%
108
+40
1424
$11K ﹤0.01%
250
1425
$11K ﹤0.01%
250
55 56
57
58 59