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
1751
$11K ﹤0.01%
1,315
1752
$11K ﹤0.01%
250
1753
$11K ﹤0.01%
511
-425
1754
$11K ﹤0.01%
387
-14
1755
$11K ﹤0.01%
+400
1756
$11K ﹤0.01%
+400
1757
$11K ﹤0.01%
224
-154
1758
$11K ﹤0.01%
980
1759
$11K ﹤0.01%
503
1760
$11K ﹤0.01%
190
1761
$11K ﹤0.01%
+285
1762
$11K ﹤0.01%
600
1763
$11K ﹤0.01%
+400
1764
$11K ﹤0.01%
+284
1765
$11K ﹤0.01%
365
+65
1766
$11K ﹤0.01%
1,025
1767
$11K ﹤0.01%
300
1768
$11K ﹤0.01%
150
1769
$11K ﹤0.01%
210
1770
$11K ﹤0.01%
714
-300
1771
$11K ﹤0.01%
540
+3
1772
$11K ﹤0.01%
1,305
+789
1773
$11K ﹤0.01%
425
-7,296
1774
$11K ﹤0.01%
+800
1775
$11K ﹤0.01%
200
69 70
71
72 73