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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
1951
$8K ﹤0.01%
600
1952
$8K ﹤0.01%
125
1953
$8K ﹤0.01%
+183
1954
$8K ﹤0.01%
+298
1955
$8K ﹤0.01%
425
+25
1956
$8K ﹤0.01%
86
+25
1957
$8K ﹤0.01%
200
1958
$8K ﹤0.01%
2,400
+1
1959
$8K ﹤0.01%
560
1960
$8K ﹤0.01%
111
1961
$8K ﹤0.01%
321
-151
1962
$8K ﹤0.01%
+127
1963
$7K ﹤0.01%
99
1964
$7K ﹤0.01%
124
-150
1965
$7K ﹤0.01%
187
1966
$7K ﹤0.01%
173
1967
$7K ﹤0.01%
130
1968
$7K ﹤0.01%
115
+50
1969
$7K ﹤0.01%
126
+111
1970
$7K ﹤0.01%
500
1971
$7K ﹤0.01%
904
-134
1972
$7K ﹤0.01%
2,509
+1,004
1973
$7K ﹤0.01%
200
1974
$7K ﹤0.01%
507
-754
1975
$7K ﹤0.01%
110
77 78
79
80 81