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
2251
$3K ﹤0.01%
500
2252
$3K ﹤0.01%
100
-134
2253
$3K ﹤0.01%
129
2254
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94
2255
$3K ﹤0.01%
665
+130
2256
$3K ﹤0.01%
82
-33
2257
$3K ﹤0.01%
300
2258
$3K ﹤0.01%
+125
2259
$3K ﹤0.01%
+100
2260
$3K ﹤0.01%
100
-100
2261
$3K ﹤0.01%
69
2262
$3K ﹤0.01%
100
2263
$3K ﹤0.01%
51
-100
2264
$3K ﹤0.01%
66
2265
$3K ﹤0.01%
100
2266
$3K ﹤0.01%
100
2267
$3K ﹤0.01%
100
2268
$3K ﹤0.01%
105
2269
$3K ﹤0.01%
72
2270
$3K ﹤0.01%
53
2271
$3K ﹤0.01%
100
2272
$3K ﹤0.01%
+200
2273
$3K ﹤0.01%
+355
2274
$3K ﹤0.01%
+300
2275
$3K ﹤0.01%
47
89 90
91
92 93