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
2326
$3K ﹤0.01%
58
2327
$3K ﹤0.01%
265
2328
$3K ﹤0.01%
649
-1
2329
$3K ﹤0.01%
110
2330
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50
2331
$3K ﹤0.01%
255
2332
$3K ﹤0.01%
81
2333
$3K ﹤0.01%
85
2334
$3K ﹤0.01%
101
+1
2335
$3K ﹤0.01%
254
2336
$3K ﹤0.01%
1,000
2337
$3K ﹤0.01%
130
+2
2338
$3K ﹤0.01%
91
2339
$3K ﹤0.01%
155
2340
$3K ﹤0.01%
133
+35
2341
$3K ﹤0.01%
300
2342
$3K ﹤0.01%
69
2343
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117
2344
$3K ﹤0.01%
233
2345
$3K ﹤0.01%
100
2346
$3K ﹤0.01%
103
2347
$3K ﹤0.01%
50
-30
2348
$3K ﹤0.01%
40
-110
2349
$2K ﹤0.01%
47
-47
2350
$2K ﹤0.01%
30
92 93
94
95 96