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%
+100
1852
$9K ﹤0.01%
600
1853
$9K ﹤0.01%
410
-150
1854
$9K ﹤0.01%
400
1855
$9K ﹤0.01%
1,000
1856
$9K ﹤0.01%
367
+87
1857
$9K ﹤0.01%
310
+300
1858
$9K ﹤0.01%
343
-353
1859
$9K ﹤0.01%
1,082
+17
1860
$9K ﹤0.01%
275
-60
1861
$9K ﹤0.01%
+427
1862
$9K ﹤0.01%
240
-104
1863
$9K ﹤0.01%
50
-12
1864
$9K ﹤0.01%
127
1865
$9K ﹤0.01%
297
1866
$9K ﹤0.01%
59
-3,034
1867
$9K ﹤0.01%
250
1868
$9K ﹤0.01%
+1,000
1869
$9K ﹤0.01%
+517
1870
$9K ﹤0.01%
141
1871
$9K ﹤0.01%
425
-100
1872
$9K ﹤0.01%
188
1873
$9K ﹤0.01%
2,000
1874
$9K ﹤0.01%
355
-2,104
1875
$9K ﹤0.01%
305
73 74
75
76 77