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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
$922M
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,978
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.09M
3
+$4.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.38M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.34M

Top Sells

1
+$4.6M
2
+$4.01M
3
+$3.86M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.62M
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$3.53M

Sector Composition

1 Technology 6.64%
2 Healthcare 5.2%
3 Industrials 4.78%
4 Energy 4.28%
5 Financials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$13K ﹤0.01%
241
1702
$13K ﹤0.01%
1,000
1703
$13K ﹤0.01%
220
+44
1704
$13K ﹤0.01%
1,500
1705
$13K ﹤0.01%
306
1706
$13K ﹤0.01%
952
1707
$13K ﹤0.01%
447
1708
$13K ﹤0.01%
875
-125
1709
$13K ﹤0.01%
255
+38
1710
$13K ﹤0.01%
+968
1711
$12K ﹤0.01%
285
-627
1712
$12K ﹤0.01%
624
+4
1713
$12K ﹤0.01%
389
+139
1714
$12K ﹤0.01%
329
+29
1715
$12K ﹤0.01%
213
-143
1716
$12K ﹤0.01%
780
-270
1717
$12K ﹤0.01%
289
+157
1718
$12K ﹤0.01%
230
+86
1719
$12K ﹤0.01%
+84
1720
$12K ﹤0.01%
202
-100
1721
$12K ﹤0.01%
1,047
1722
$12K ﹤0.01%
483
+3
1723
$12K ﹤0.01%
504
1724
$12K ﹤0.01%
185
+100
1725
$12K ﹤0.01%
635
67 68
69
70 71