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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
2076
$6K ﹤0.01%
175
2077
$6K ﹤0.01%
150
2078
$6K ﹤0.01%
483
2079
$6K ﹤0.01%
504
+1
2080
$6K ﹤0.01%
487
2081
$6K ﹤0.01%
100
2082
$6K ﹤0.01%
316
-195
2083
$5K ﹤0.01%
603
-12,055
2084
$5K ﹤0.01%
200
2085
$5K ﹤0.01%
650
2086
$5K ﹤0.01%
209
2087
$5K ﹤0.01%
422
2088
$5K ﹤0.01%
228
-219
2089
$5K ﹤0.01%
79
2090
$5K ﹤0.01%
525
-500
2091
$5K ﹤0.01%
160
+25
2092
$5K ﹤0.01%
120
-118
2093
$5K ﹤0.01%
774
2094
$5K ﹤0.01%
24
+3
2095
$5K ﹤0.01%
1,012
-104
2096
$5K ﹤0.01%
106
2097
$5K ﹤0.01%
+381
2098
$5K ﹤0.01%
100
2099
$5K ﹤0.01%
60
2100
$5K ﹤0.01%
+500
82 83
84
85 86