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
1576
$16K ﹤0.01%
+1,067
1577
$16K ﹤0.01%
1,179
1578
$16K ﹤0.01%
975
-3,275
1579
$16K ﹤0.01%
313
-15
1580
$16K ﹤0.01%
675
+200
1581
$16K ﹤0.01%
200
1582
$16K ﹤0.01%
1,038
+1
1583
$16K ﹤0.01%
425
1584
$16K ﹤0.01%
+200
1585
$16K ﹤0.01%
240
+40
1586
$16K ﹤0.01%
271
+140
1587
$16K ﹤0.01%
300
1588
$16K ﹤0.01%
+1,726
1589
$16K ﹤0.01%
305
1590
$16K ﹤0.01%
1,876
-534
1591
$16K ﹤0.01%
379
-148
1592
$16K ﹤0.01%
414
-2,587
1593
$16K ﹤0.01%
166
+46
1594
$16K ﹤0.01%
271
+129
1595
$16K ﹤0.01%
343
-481
1596
$16K ﹤0.01%
350
+300
1597
$16K ﹤0.01%
103
1598
$16K ﹤0.01%
+1,400
1599
$16K ﹤0.01%
1,860
+1,000
1600
$16K ﹤0.01%
132
+130
62 63
64
65 66