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
1601
$16K ﹤0.01%
660
-229
1602
$16K ﹤0.01%
712
+506
1603
$16K ﹤0.01%
600
-2,300
1604
$16K ﹤0.01%
318
+120
1605
$16K ﹤0.01%
1,769
-1,477
1606
$16K ﹤0.01%
200
-343
1607
$16K ﹤0.01%
486
1608
$16K ﹤0.01%
1,205
+100
1609
$16K ﹤0.01%
+1,125
1610
$16K ﹤0.01%
600
1611
$16K ﹤0.01%
410
+1
1612
$16K ﹤0.01%
1,067
+71
1613
$16K ﹤0.01%
1,580
1614
$16K ﹤0.01%
+1,125
1615
$15K ﹤0.01%
178
1616
$15K ﹤0.01%
498
+473
1617
$15K ﹤0.01%
612
-100
1618
$15K ﹤0.01%
504
-124
1619
$15K ﹤0.01%
371
1620
$15K ﹤0.01%
+447
1621
$15K ﹤0.01%
916
+5
1622
$15K ﹤0.01%
720
-180
1623
$15K ﹤0.01%
+1,035
1624
$15K ﹤0.01%
1,000
1625
$15K ﹤0.01%
406
+241
63 64
65
66 67