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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
1826
$10K ﹤0.01%
+1,000
1827
$10K ﹤0.01%
362
1828
$10K ﹤0.01%
331
+183
1829
$10K ﹤0.01%
+996
1830
$10K ﹤0.01%
+400
1831
$10K ﹤0.01%
200
1832
$10K ﹤0.01%
2
1833
$10K ﹤0.01%
513
+388
1834
$10K ﹤0.01%
485
-140
1835
$10K ﹤0.01%
+300
1836
$10K ﹤0.01%
297
1837
$10K ﹤0.01%
+594
1838
$10K ﹤0.01%
209
-20
1839
$10K ﹤0.01%
45
-117
1840
$10K ﹤0.01%
1,013
-7
1841
$10K ﹤0.01%
4,750
1842
$10K ﹤0.01%
+226
1843
$10K ﹤0.01%
1,000
1844
$10K ﹤0.01%
517
1845
$9K ﹤0.01%
302
1846
$9K ﹤0.01%
1,218
1847
$9K ﹤0.01%
500
1848
$9K ﹤0.01%
129
+3
1849
$9K ﹤0.01%
534
1850
$9K ﹤0.01%
197
+160
72 73
74
75 76