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
$572M
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,643
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.65M
3
+$3.63M
4
KO icon
Coca-Cola
KO
+$3.49M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$3.27M

Top Sells

1
+$6.21M
2
+$4.78M
3
+$4.31M
4
IBM icon
IBM
IBM
+$4.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.65M

Sector Composition

1 Consumer Staples 5.91%
2 Technology 5.28%
3 Energy 4.92%
4 Healthcare 4.67%
5 Industrials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$3K ﹤0.01%
177
1852
$3K ﹤0.01%
47
1853
$3K ﹤0.01%
27
1854
$3K ﹤0.01%
119
1855
$3K ﹤0.01%
100
1856
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200
1857
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75
-680
1858
$3K ﹤0.01%
140
1859
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950
1860
$3K ﹤0.01%
50
1861
$3K ﹤0.01%
79
+4
1862
$3K ﹤0.01%
275
1863
$3K ﹤0.01%
525
1864
$3K ﹤0.01%
104
1865
$3K ﹤0.01%
44
1866
$3K ﹤0.01%
119
1867
$3K ﹤0.01%
+383
1868
$3K ﹤0.01%
400
1869
$3K ﹤0.01%
50
1870
$3K ﹤0.01%
375
1871
$3K ﹤0.01%
120
1872
$3K ﹤0.01%
75
1873
$3K ﹤0.01%
55
1874
$3K ﹤0.01%
235
-1,070
1875
$3K ﹤0.01%
70
73 74
75
76 77