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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
2201
$4K ﹤0.01%
+230
2202
$4K ﹤0.01%
47
-26
2203
$4K ﹤0.01%
102
2204
$4K ﹤0.01%
100
-301
2205
$4K ﹤0.01%
139
2206
$4K ﹤0.01%
150
2207
$4K ﹤0.01%
97
2208
$4K ﹤0.01%
80
2209
$4K ﹤0.01%
656
2210
$4K ﹤0.01%
322
2211
$4K ﹤0.01%
837
2212
$4K ﹤0.01%
+50
2213
$4K ﹤0.01%
32
-47
2214
$4K ﹤0.01%
94
2215
$4K ﹤0.01%
41
2216
$4K ﹤0.01%
+50
2217
$4K ﹤0.01%
70
2218
$4K ﹤0.01%
166
2219
$4K ﹤0.01%
100
2220
$4K ﹤0.01%
186
2221
$4K ﹤0.01%
66
2222
$4K ﹤0.01%
34
-28
2223
$4K ﹤0.01%
151
+108
2224
$4K ﹤0.01%
300
2225
$4K ﹤0.01%
1,193
-290
87 88
89
90 91