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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
2426
$2K ﹤0.01%
51
2427
$2K ﹤0.01%
+328
2428
$2K ﹤0.01%
77
2429
$2K ﹤0.01%
120
2430
$2K ﹤0.01%
75
-25
2431
$2K ﹤0.01%
5,910
+3,920
2432
$2K ﹤0.01%
49
2433
$2K ﹤0.01%
1,000
2434
$2K ﹤0.01%
175
-5,096
2435
$2K ﹤0.01%
63
2436
$2K ﹤0.01%
94
2437
– –
0
2438
$2K ﹤0.01%
50
2439
$2K ﹤0.01%
50
2440
$2K ﹤0.01%
183
+31
2441
$2K ﹤0.01%
100
-29
2442
$2K ﹤0.01%
25
2443
$2K ﹤0.01%
480
+330
2444
$2K ﹤0.01%
100
2445
$2K ﹤0.01%
86
-1,700
2446
$2K ﹤0.01%
45
2447
$2K ﹤0.01%
1
2448
$2K ﹤0.01%
155
2449
$2K ﹤0.01%
267
-703
2450
$2K ﹤0.01%
59
+5
96 97
98
99 100