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
1676
$14K ﹤0.01%
50
1677
$14K ﹤0.01%
35
-69
1678
$14K ﹤0.01%
200
1679
$14K ﹤0.01%
300
1680
$14K ﹤0.01%
7,446
1681
$14K ﹤0.01%
320
-1,665
1682
$13K ﹤0.01%
850
1683
$13K ﹤0.01%
228
1684
$13K ﹤0.01%
1,200
1685
$13K ﹤0.01%
1,000
-938
1686
$13K ﹤0.01%
912
-25,428
1687
$13K ﹤0.01%
1,077
1688
$13K ﹤0.01%
300
1689
$13K ﹤0.01%
800
1690
$13K ﹤0.01%
401
1691
$13K ﹤0.01%
414
1692
$13K ﹤0.01%
27,880
1693
$13K ﹤0.01%
952
-255
1694
$13K ﹤0.01%
401
-904
1695
$13K ﹤0.01%
156
1696
$13K ﹤0.01%
180
+100
1697
$13K ﹤0.01%
217
+7
1698
$13K ﹤0.01%
624
1699
$13K ﹤0.01%
375
+310
1700
$13K ﹤0.01%
1,169
+18
66 67
68
69 70