We are live on ! Find out more
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
2251
$4K ﹤0.01%
250
-100
2252
$4K ﹤0.01%
280
2253
$4K ﹤0.01%
+150
2254
$4K ﹤0.01%
300
2255
$4K ﹤0.01%
200
2256
$4K ﹤0.01%
100
2257
– –
0
2258
$3K ﹤0.01%
4,000
2259
$3K ﹤0.01%
12
+8
2260
$3K ﹤0.01%
68
2261
$3K ﹤0.01%
+125
2262
$3K ﹤0.01%
84
2263
$3K ﹤0.01%
83
-131
2264
$3K ﹤0.01%
119
2265
$3K ﹤0.01%
100
2266
$3K ﹤0.01%
200
2267
$3K ﹤0.01%
39
2268
$3K ﹤0.01%
99
2269
$3K ﹤0.01%
76
2270
$3K ﹤0.01%
72
-16
2271
$3K ﹤0.01%
+358
2272
$3K ﹤0.01%
117
2273
$3K ﹤0.01%
54
+3
2274
$3K ﹤0.01%
+10
2275
$3K ﹤0.01%
665
89 90
91
92 93