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
1476
$20K ﹤0.01%
917
1477
$20K ﹤0.01%
333
-275
1478
$20K ﹤0.01%
512
+100
1479
$20K ﹤0.01%
455
1480
$20K ﹤0.01%
578
+75
1481
$20K ﹤0.01%
2,505
1482
$20K ﹤0.01%
750
+75
1483
$20K ﹤0.01%
932
-150
1484
$20K ﹤0.01%
477
1485
$20K ﹤0.01%
1,018
1486
$20K ﹤0.01%
291
+10
1487
$20K ﹤0.01%
1,035
-140
1488
$20K ﹤0.01%
1,200
+300
1489
$20K ﹤0.01%
680
1490
$20K ﹤0.01%
606
1491
$20K ﹤0.01%
414
1492
$20K ﹤0.01%
+3,992
1493
$20K ﹤0.01%
339
1494
$20K ﹤0.01%
302
+100
1495
$20K ﹤0.01%
2,040
1496
$20K ﹤0.01%
676
1497
$19K ﹤0.01%
+1,000
1498
$19K ﹤0.01%
162
+1
1499
$19K ﹤0.01%
1,550
+1,100
1500
$19K ﹤0.01%
1,465
58 59
60
61 62