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
2276
$3K ﹤0.01%
266
2277
$3K ﹤0.01%
+63
2278
$3K ﹤0.01%
76
-150
2279
$3K ﹤0.01%
+804
2280
$3K ﹤0.01%
88
2281
$3K ﹤0.01%
104
2282
$3K ﹤0.01%
400
2283
$3K ﹤0.01%
+125
2284
$3K ﹤0.01%
40
2285
$3K ﹤0.01%
100
2286
$3K ﹤0.01%
1,050
2287
$3K ﹤0.01%
238
2288
$3K ﹤0.01%
+100
2289
$3K ﹤0.01%
43
2290
$3K ﹤0.01%
+75
2291
$3K ﹤0.01%
15
-1
2292
$3K ﹤0.01%
140
2293
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160
2294
$3K ﹤0.01%
49
2295
$3K ﹤0.01%
100
2296
$3K ﹤0.01%
342
2297
$3K ﹤0.01%
49
-314
2298
$3K ﹤0.01%
+500
2299
$3K ﹤0.01%
34
2300
$3K ﹤0.01%
100
90 91
92
93 94