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
1776
$11K ﹤0.01%
540
+3
1777
$11K ﹤0.01%
1,305
+789
1778
$11K ﹤0.01%
425
-7,296
1779
$11K ﹤0.01%
+800
1780
$11K ﹤0.01%
200
1781
$11K ﹤0.01%
280
1782
$11K ﹤0.01%
640
-135
1783
$11K ﹤0.01%
197
1784
$11K ﹤0.01%
515
1785
$11K ﹤0.01%
+306
1786
$11K ﹤0.01%
420
1787
$11K ﹤0.01%
591
1788
$11K ﹤0.01%
387
-14
1789
$11K ﹤0.01%
+400
1790
$11K ﹤0.01%
+400
1791
$10K ﹤0.01%
432
-381
1792
$10K ﹤0.01%
350
1793
$10K ﹤0.01%
1,218
1794
$10K ﹤0.01%
2,951
-1,000
1795
$10K ﹤0.01%
765
-3,550
1796
$10K ﹤0.01%
81
1797
$10K ﹤0.01%
511
+11
1798
$10K ﹤0.01%
110
1799
$10K ﹤0.01%
320
1800
$10K ﹤0.01%
264
-6
70 71
72
73 74