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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
2376
$2K ﹤0.01%
86
-225
2377
$2K ﹤0.01%
+39
2378
$2K ﹤0.01%
375
-4,019
2379
$2K ﹤0.01%
30
2380
$2K ﹤0.01%
87
2381
$2K ﹤0.01%
115
2382
$2K ﹤0.01%
400
2383
$2K ﹤0.01%
82
-285
2384
$2K ﹤0.01%
204
2385
$2K ﹤0.01%
+42
2386
$2K ﹤0.01%
75
2387
$2K ﹤0.01%
100
2388
$2K ﹤0.01%
900
-350
2389
$2K ﹤0.01%
200
-510
2390
$2K ﹤0.01%
32
2391
$2K ﹤0.01%
175
-15
2392
$2K ﹤0.01%
432
-1,668
2393
$2K ﹤0.01%
+41
2394
$2K ﹤0.01%
23
-5,913
2395
$2K ﹤0.01%
120
2396
$2K ﹤0.01%
300
2397
$2K ﹤0.01%
71
2398
$2K ﹤0.01%
25
2399
$2K ﹤0.01%
7
-1
2400
$2K ﹤0.01%
+295
94 95
96
97 98