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
1676
$6K ﹤0.01%
2,500
1677
$6K ﹤0.01%
300
1678
$6K ﹤0.01%
137
1679
$6K ﹤0.01%
100
1680
$6K ﹤0.01%
200
1681
$6K ﹤0.01%
1,000
1682
$5K ﹤0.01%
325
-800
1683
$5K ﹤0.01%
100
-1,250
1684
$5K ﹤0.01%
325
-825
1685
$5K ﹤0.01%
80
-20
1686
$5K ﹤0.01%
188
1687
$5K ﹤0.01%
25
1688
$5K ﹤0.01%
169
1689
$5K ﹤0.01%
114
-5
1690
$5K ﹤0.01%
164
1691
$5K ﹤0.01%
100
1692
$5K ﹤0.01%
291
-427
1693
$5K ﹤0.01%
300
1694
$5K ﹤0.01%
21
1695
$5K ﹤0.01%
201
+1
1696
$5K ﹤0.01%
300
1697
$5K ﹤0.01%
250
1698
$5K ﹤0.01%
122
1699
$5K ﹤0.01%
102
1700
$5K ﹤0.01%
100
66 67
68
69 70