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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
2176
$4K ﹤0.01%
134
2177
$4K ﹤0.01%
70
-50
2178
$4K ﹤0.01%
1,000
2179
$4K ﹤0.01%
117
2180
$4K ﹤0.01%
4,000
-250
2181
$4K ﹤0.01%
1,024
2182
$4K ﹤0.01%
1,000
2183
$4K ﹤0.01%
+230
2184
$4K ﹤0.01%
+245
2185
$4K ﹤0.01%
100
2186
$4K ﹤0.01%
47
2187
$4K ﹤0.01%
500
2188
$4K ﹤0.01%
334
2189
$4K ﹤0.01%
140
2190
$4K ﹤0.01%
+100
2191
$4K ﹤0.01%
250
2192
$4K ﹤0.01%
158
+1
2193
$4K ﹤0.01%
94
+47
2194
$4K ﹤0.01%
+167
2195
$4K ﹤0.01%
277
2196
$4K ﹤0.01%
137
+111
2197
$4K ﹤0.01%
+75
2198
$4K ﹤0.01%
130
2199
$4K ﹤0.01%
226
-486
2200
$4K ﹤0.01%
157
-186
86 87
88
89 90