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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
1776
$11K ﹤0.01%
314
+189
1777
$11K ﹤0.01%
539
+39
1778
$11K ﹤0.01%
295
1779
$11K ﹤0.01%
477
+177
1780
$11K ﹤0.01%
143
+77
1781
$11K ﹤0.01%
127
1782
$11K ﹤0.01%
430
+57
1783
$11K ﹤0.01%
591
1784
$11K ﹤0.01%
+396
1785
$11K ﹤0.01%
1,520
1786
$11K ﹤0.01%
1,560
+6
1787
$11K ﹤0.01%
294
1788
$11K ﹤0.01%
358
1789
$11K ﹤0.01%
250
1790
$11K ﹤0.01%
1,271
-44
1791
$11K ﹤0.01%
+1,573
1792
$11K ﹤0.01%
350
1793
$11K ﹤0.01%
100
1794
$11K ﹤0.01%
174
1795
$11K ﹤0.01%
+831
1796
$10K ﹤0.01%
2,900
1797
$10K ﹤0.01%
167
1798
$10K ﹤0.01%
143
-10
1799
$10K ﹤0.01%
161
-1,067
1800
$10K ﹤0.01%
164
-572
70 71
72
73 74