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
2126
$5K ﹤0.01%
100
2127
$5K ﹤0.01%
2,848
+1,384
2128
$5K ﹤0.01%
300
2129
$5K ﹤0.01%
+125
2130
$5K ﹤0.01%
85
2131
$5K ﹤0.01%
65
-1
2132
$5K ﹤0.01%
78
+2
2133
$5K ﹤0.01%
243
+3
2134
$5K ﹤0.01%
604
+463
2135
$5K ﹤0.01%
61
-21
2136
$5K ﹤0.01%
+487
2137
$5K ﹤0.01%
+211
2138
$5K ﹤0.01%
+277
2139
$5K ﹤0.01%
175
2140
$5K ﹤0.01%
149
2141
$5K ﹤0.01%
149
-18
2142
$5K ﹤0.01%
3,140
+640
2143
$5K ﹤0.01%
+225
2144
$4K ﹤0.01%
120
2145
$4K ﹤0.01%
100
2146
$4K ﹤0.01%
100
-100
2147
$4K ﹤0.01%
122
-39
2148
$4K ﹤0.01%
+277
2149
$4K ﹤0.01%
15
2150
$4K ﹤0.01%
100
84 85
86
87 88