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
1951
$2K ﹤0.01%
42
-200
1952
$2K ﹤0.01%
5
-40
1953
$2K ﹤0.01%
116
1954
$2K ﹤0.01%
+122
1955
$2K ﹤0.01%
32
-63
1956
$2K ﹤0.01%
51
1957
$2K ﹤0.01%
50
+25
1958
$2K ﹤0.01%
110
1959
$2K ﹤0.01%
66
1960
$2K ﹤0.01%
236
1961
$2K ﹤0.01%
+100
1962
$2K ﹤0.01%
23
-25
1963
$2K ﹤0.01%
20
1964
$2K ﹤0.01%
32
+16
1965
$2K ﹤0.01%
60
1966
$2K ﹤0.01%
30
1967
$2K ﹤0.01%
137
1968
$2K ﹤0.01%
143
1969
$2K ﹤0.01%
1,104
+25
1970
$2K ﹤0.01%
+87
1971
$2K ﹤0.01%
203
1972
$2K ﹤0.01%
68
1973
$2K ﹤0.01%
23
1974
$2K ﹤0.01%
60
1975
$2K ﹤0.01%
50
77 78
79
80 81