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
2101
$5K ﹤0.01%
370
2102
$5K ﹤0.01%
42
+39
2103
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+246
2104
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+200
2105
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175
2106
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1,000
2107
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75
2108
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250
2109
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215
2110
$5K ﹤0.01%
120
2111
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82
-3,274
2112
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60
+1
2113
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163
2114
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200
2115
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90
2116
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212
-100
2117
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132
2118
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300
2119
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73
2120
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90
2121
$5K ﹤0.01%
60
+56
2122
$5K ﹤0.01%
350
+50
2123
$5K ﹤0.01%
422
2124
$5K ﹤0.01%
+115
2125
$5K ﹤0.01%
39
83 84
85
86 87