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
1701
$5K ﹤0.01%
1
-7
1702
$5K ﹤0.01%
215
1703
$5K ﹤0.01%
200
1704
$5K ﹤0.01%
196
1705
$5K ﹤0.01%
300
1706
$5K ﹤0.01%
+100
1707
$5K ﹤0.01%
383
1708
$5K ﹤0.01%
209
1709
$5K ﹤0.01%
121
+120
1710
$5K ﹤0.01%
170
1711
$5K ﹤0.01%
80
-967
1712
$5K ﹤0.01%
138
-70
1713
$5K ﹤0.01%
32
1714
$5K ﹤0.01%
300
1715
$5K ﹤0.01%
400
1716
$5K ﹤0.01%
146
1717
$5K ﹤0.01%
34
1718
$5K ﹤0.01%
140
+127
1719
$5K ﹤0.01%
67
1720
$5K ﹤0.01%
230
1721
$5K ﹤0.01%
128
1722
$5K ﹤0.01%
+125
1723
$5K ﹤0.01%
184
1724
$5K ﹤0.01%
240
1725
$5K ﹤0.01%
1,000
-512
67 68
69
70 71