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
$922M
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,978
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.09M
3
+$4.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.38M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.34M

Top Sells

1
+$4.6M
2
+$4.01M
3
+$3.86M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.62M
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$3.53M

Sector Composition

1 Technology 6.64%
2 Healthcare 5.2%
3 Industrials 4.78%
4 Energy 4.28%
5 Financials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$17K ﹤0.01%
2,176
+456
1577
$17K ﹤0.01%
+250
1578
$17K ﹤0.01%
281
-74
1579
$17K ﹤0.01%
1,205
1580
$17K ﹤0.01%
296
-9
1581
$17K ﹤0.01%
1,000
1582
$17K ﹤0.01%
412
+2
1583
$17K ﹤0.01%
1,018
+781
1584
$17K ﹤0.01%
675
1585
$17K ﹤0.01%
+1,197
1586
$17K ﹤0.01%
330
-206
1587
$17K ﹤0.01%
+303
1588
$16K ﹤0.01%
1,215
+138
1589
$16K ﹤0.01%
605
1590
$16K ﹤0.01%
676
1591
$16K ﹤0.01%
675
1592
$16K ﹤0.01%
239
1593
$16K ﹤0.01%
833
+1
1594
$16K ﹤0.01%
178
1595
$16K ﹤0.01%
189
1596
$16K ﹤0.01%
1,604
-122
1597
$16K ﹤0.01%
776
+501
1598
$16K ﹤0.01%
318
1599
$16K ﹤0.01%
670
-76
1600
$16K ﹤0.01%
1,784
+15
62 63
64
65 66