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
1551
$8K ﹤0.01%
897
+34
1552
$8K ﹤0.01%
500
1553
$8K ﹤0.01%
600
+120
1554
$8K ﹤0.01%
200
1555
$8K ﹤0.01%
+102
1556
$8K ﹤0.01%
1,178
-100
1557
$8K ﹤0.01%
355
-200
1558
$8K ﹤0.01%
114
+68
1559
$8K ﹤0.01%
1,206
+6
1560
$8K ﹤0.01%
187
1561
$8K ﹤0.01%
69
-8
1562
$8K ﹤0.01%
258
-179
1563
$8K ﹤0.01%
+200
1564
$8K ﹤0.01%
+290
1565
$8K ﹤0.01%
721
-1,496
1566
$8K ﹤0.01%
924
+12
1567
$8K ﹤0.01%
168
1568
$8K ﹤0.01%
150
1569
$8K ﹤0.01%
282
-192
1570
$8K ﹤0.01%
446
-100
1571
$8K ﹤0.01%
143
-143
1572
$8K ﹤0.01%
+300
1573
$8K ﹤0.01%
1,500
+1,000
1574
$8K ﹤0.01%
486
-2,419
1575
$8K ﹤0.01%
9
-294
61 62
63
64 65