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
1451
$10K ﹤0.01%
412
+194
1452
$10K ﹤0.01%
1,719
-2,965
1453
$10K ﹤0.01%
+830
1454
$10K ﹤0.01%
215
1455
$10K ﹤0.01%
242
-501
1456
$10K ﹤0.01%
200
1457
$10K ﹤0.01%
344
-175
1458
$10K ﹤0.01%
+300
1459
$10K ﹤0.01%
400
1460
$10K ﹤0.01%
401
1461
$10K ﹤0.01%
+950
1462
$10K ﹤0.01%
170
+85
1463
$10K ﹤0.01%
+82
1464
$10K ﹤0.01%
+575
1465
$10K ﹤0.01%
+261
1466
$10K ﹤0.01%
132
1467
$10K ﹤0.01%
+333
1468
$10K ﹤0.01%
225
1469
$10K ﹤0.01%
+1,000
1470
$10K ﹤0.01%
305
1471
$10K ﹤0.01%
+180
1472
$10K ﹤0.01%
192
1473
$10K ﹤0.01%
160
-230
1474
$10K ﹤0.01%
205
+200
1475
$10K ﹤0.01%
600
57 58
59
60 61