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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
1801
$10K ﹤0.01%
750
1802
$10K ﹤0.01%
250
+169
1803
$10K ﹤0.01%
141
1804
$10K ﹤0.01%
220
-180
1805
$10K ﹤0.01%
761
-625
1806
$10K ﹤0.01%
200
1807
$10K ﹤0.01%
377
-10
1808
$10K ﹤0.01%
+227
1809
$10K ﹤0.01%
556
+12
1810
$10K ﹤0.01%
+303
1811
$10K ﹤0.01%
204
1812
$10K ﹤0.01%
+300
1813
$10K ﹤0.01%
50
1814
$10K ﹤0.01%
126
+125
1815
$10K ﹤0.01%
+353
1816
$10K ﹤0.01%
425
+15
1817
$10K ﹤0.01%
323
+127
1818
$10K ﹤0.01%
521
+10
1819
$10K ﹤0.01%
110
1820
$10K ﹤0.01%
320
1821
$10K ﹤0.01%
305
1822
$10K ﹤0.01%
+470
1823
$10K ﹤0.01%
565
-470
1824
$10K ﹤0.01%
133
-24
1825
$10K ﹤0.01%
251
71 72
73
74 75