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
1851
$9K ﹤0.01%
250
1852
$9K ﹤0.01%
+1,000
1853
$9K ﹤0.01%
+517
1854
$9K ﹤0.01%
141
1855
$9K ﹤0.01%
425
-100
1856
$9K ﹤0.01%
188
1857
$9K ﹤0.01%
2,000
1858
$9K ﹤0.01%
355
-2,104
1859
$9K ﹤0.01%
305
1860
$9K ﹤0.01%
382
-2,918
1861
$9K ﹤0.01%
500
1862
$9K ﹤0.01%
283
+225
1863
$9K ﹤0.01%
264
+9
1864
$9K ﹤0.01%
175
-125
1865
$9K ﹤0.01%
204
1866
$9K ﹤0.01%
362
1867
$9K ﹤0.01%
+2,100
1868
$9K ﹤0.01%
750
1869
$9K ﹤0.01%
1,025
1870
$9K ﹤0.01%
290
1871
$9K ﹤0.01%
88
1872
$9K ﹤0.01%
181
1873
$9K ﹤0.01%
200
-54
1874
$9K ﹤0.01%
+187
1875
$9K ﹤0.01%
105
73 74
75
76 77