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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
2126
$5K ﹤0.01%
200
2127
$5K ﹤0.01%
90
-80
2128
$5K ﹤0.01%
99
+46
2129
$5K ﹤0.01%
163
2130
$5K ﹤0.01%
400
+250
2131
$5K ﹤0.01%
120
2132
$5K ﹤0.01%
+70
2133
$5K ﹤0.01%
225
-200
2134
$5K ﹤0.01%
290
2135
$5K ﹤0.01%
266
2136
$5K ﹤0.01%
+316
2137
$5K ﹤0.01%
215
2138
$5K ﹤0.01%
175
2139
$5K ﹤0.01%
+105
2140
$5K ﹤0.01%
82
2141
$5K ﹤0.01%
74
2142
$5K ﹤0.01%
525
+271
2143
$5K ﹤0.01%
200
-225
2144
$5K ﹤0.01%
184
2145
$5K ﹤0.01%
+254
2146
$5K ﹤0.01%
200
2147
$5K ﹤0.01%
550
-1,000
2148
$5K ﹤0.01%
149
2149
$5K ﹤0.01%
+254
2150
$5K ﹤0.01%
82
84 85
86
87 88