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
1726
$5K ﹤0.01%
174
1727
$5K ﹤0.01%
74
1728
$5K ﹤0.01%
267
1729
$5K ﹤0.01%
200
-100
1730
$5K ﹤0.01%
82
+40
1731
$5K ﹤0.01%
100
-7,199
1732
$5K ﹤0.01%
295
1733
$5K ﹤0.01%
4,000
1734
$5K ﹤0.01%
203
1735
$5K ﹤0.01%
111
-13
1736
$5K ﹤0.01%
250
-100
1737
$5K ﹤0.01%
+570
1738
$5K ﹤0.01%
700
1739
$5K ﹤0.01%
400
1740
$5K ﹤0.01%
200
1741
$5K ﹤0.01%
600
1742
$5K ﹤0.01%
960
-128
1743
$5K ﹤0.01%
226
1744
$4K ﹤0.01%
4
1745
$4K ﹤0.01%
16
-1
1746
$4K ﹤0.01%
50
+25
1747
$4K ﹤0.01%
300
+150
1748
$4K ﹤0.01%
60
+30
1749
$4K ﹤0.01%
72
+36
1750
$4K ﹤0.01%
140
+70
68 69
70
71 72