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
1651
$14K ﹤0.01%
232
-271
1652
$14K ﹤0.01%
197
+100
1653
$14K ﹤0.01%
+520
1654
$14K ﹤0.01%
1,500
1655
$14K ﹤0.01%
+576
1656
$14K ﹤0.01%
4,750
+3,250
1657
$14K ﹤0.01%
319
+271
1658
$14K ﹤0.01%
1,200
1659
$14K ﹤0.01%
152
1660
$14K ﹤0.01%
605
+150
1661
$14K ﹤0.01%
233
1662
$14K ﹤0.01%
424
+219
1663
$14K ﹤0.01%
358
+59
1664
$14K ﹤0.01%
1,226
+365
1665
$14K ﹤0.01%
131
1666
$14K ﹤0.01%
300
+200
1667
$14K ﹤0.01%
454
1668
$14K ﹤0.01%
705
1669
$14K ﹤0.01%
+557
1670
$14K ﹤0.01%
575
+300
1671
$14K ﹤0.01%
752
+11
1672
$14K ﹤0.01%
534
+2
1673
$14K ﹤0.01%
480
+150
1674
$14K ﹤0.01%
1,047
1675
$14K ﹤0.01%
1,000
65 66
67
68 69