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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
2301
$3K ﹤0.01%
100
2302
$3K ﹤0.01%
85
2303
$3K ﹤0.01%
102
+1
2304
$3K ﹤0.01%
133
2305
$3K ﹤0.01%
77
+51
2306
$3K ﹤0.01%
100
2307
$3K ﹤0.01%
100
2308
$3K ﹤0.01%
294
-4
2309
$3K ﹤0.01%
92
+1
2310
$3K ﹤0.01%
116
-17
2311
$3K ﹤0.01%
23
-19
2312
$3K ﹤0.01%
512
-64
2313
$3K ﹤0.01%
+300
2314
$3K ﹤0.01%
146
+127
2315
$3K ﹤0.01%
72
2316
$3K ﹤0.01%
69
2317
$3K ﹤0.01%
233
2318
$3K ﹤0.01%
43
2319
$3K ﹤0.01%
200
2320
$3K ﹤0.01%
+2,000
2321
$3K ﹤0.01%
100
2322
$3K ﹤0.01%
322
-1,841
2323
$3K ﹤0.01%
50
2324
$3K ﹤0.01%
300
2325
$3K ﹤0.01%
35
+30
91 92
93
94 95