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
2351
$2K ﹤0.01%
25
-224
2352
$2K ﹤0.01%
+39
2353
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82
-285
2354
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204
2355
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140
2356
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75
2357
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100
2358
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200
-510
2359
$2K ﹤0.01%
5,910
+3,920
2360
$2K ﹤0.01%
84
-65
2361
$2K ﹤0.01%
100
2362
$2K ﹤0.01%
+41
2363
$2K ﹤0.01%
23
-5,913
2364
$2K ﹤0.01%
66
2365
$2K ﹤0.01%
+67
2366
$2K ﹤0.01%
+25
2367
$2K ﹤0.01%
100
2368
$2K ﹤0.01%
59
+1
2369
$2K ﹤0.01%
56
2370
$2K ﹤0.01%
+57
2371
$2K ﹤0.01%
63
2372
$2K ﹤0.01%
+75
2373
$2K ﹤0.01%
94
2374
$2K ﹤0.01%
+100
2375
$2K ﹤0.01%
64
93 94
95
96 97