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%
119
2277
$3K ﹤0.01%
+75
2278
$3K ﹤0.01%
47
2279
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4
2280
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125
-200
2281
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15
-1
2282
$3K ﹤0.01%
140
2283
$3K ﹤0.01%
129
2284
$3K ﹤0.01%
47
+5
2285
$3K ﹤0.01%
+100
2286
$3K ﹤0.01%
950
2287
– –
0
2288
$3K ﹤0.01%
100
2289
$3K ﹤0.01%
160
2290
$3K ﹤0.01%
49
2291
$3K ﹤0.01%
100
2292
$3K ﹤0.01%
342
2293
$3K ﹤0.01%
49
-314
2294
$3K ﹤0.01%
+500
2295
$3K ﹤0.01%
34
2296
$3K ﹤0.01%
100
2297
$3K ﹤0.01%
140
2298
$3K ﹤0.01%
400
2299
$3K ﹤0.01%
84
2300
$3K ﹤0.01%
1,250
90 91
92
93 94