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
1451
$22K ﹤0.01%
1,851
1452
$22K ﹤0.01%
1,028
-1,005
1453
$22K ﹤0.01%
324
+6
1454
$22K ﹤0.01%
321
-391
1455
$22K ﹤0.01%
172
+47
1456
$22K ﹤0.01%
316
+4
1457
$21K ﹤0.01%
2,160
+1,210
1458
$21K ﹤0.01%
415
1459
$21K ﹤0.01%
379
+4
1460
$21K ﹤0.01%
1,311
1461
$21K ﹤0.01%
4,394
+62
1462
$21K ﹤0.01%
540
+213
1463
$21K ﹤0.01%
915
1464
$21K ﹤0.01%
450
1465
$21K ﹤0.01%
+7,000
1466
$21K ﹤0.01%
496
+212
1467
$21K ﹤0.01%
830
+47
1468
$21K ﹤0.01%
238
1469
$21K ﹤0.01%
1,596
+262
1470
$21K ﹤0.01%
533
-10
1471
$21K ﹤0.01%
1,420
+22
1472
$21K ﹤0.01%
500
1473
$21K ﹤0.01%
341
1474
$20K ﹤0.01%
322
-37
1475
$20K ﹤0.01%
746
-149
57 58
59
60 61