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
1526
$18K ﹤0.01%
500
1527
$18K ﹤0.01%
2,310
1528
$18K ﹤0.01%
160
-57
1529
$18K ﹤0.01%
400
+260
1530
$18K ﹤0.01%
172
-74
1531
$18K ﹤0.01%
695
1532
$18K ﹤0.01%
356
+300
1533
$18K ﹤0.01%
590
1534
$18K ﹤0.01%
255
-75
1535
$18K ﹤0.01%
1,725
+700
1536
$18K ﹤0.01%
1,750
1537
$18K ﹤0.01%
1,477
+1,100
1538
$18K ﹤0.01%
323
-403
1539
$18K ﹤0.01%
809
1540
$18K ﹤0.01%
500
-250
1541
$18K ﹤0.01%
442
1542
$18K ﹤0.01%
675
+650
1543
$18K ﹤0.01%
698
-445
1544
$18K ﹤0.01%
622
1545
$17K ﹤0.01%
326
1546
$17K ﹤0.01%
207
+23
1547
$17K ﹤0.01%
117
-458
1548
$17K ﹤0.01%
1,501
+1
1549
$17K ﹤0.01%
567
+402
1550
$17K ﹤0.01%
666
60 61
62
63 64