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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
2451
$2K ﹤0.01%
66
2452
$2K ﹤0.01%
70
2453
$1K ﹤0.01%
61
2454
$1K ﹤0.01%
64
2455
$1K ﹤0.01%
60
2456
$1K ﹤0.01%
10
2457
$1K ﹤0.01%
40
-103
2458
$1K ﹤0.01%
35
2459
$1K ﹤0.01%
+100
2460
$1K ﹤0.01%
60
-975
2461
$1K ﹤0.01%
50
2462
$1K ﹤0.01%
11
-9
2463
$1K ﹤0.01%
50
2464
$1K ﹤0.01%
20
2465
$1K ﹤0.01%
57
+1
2466
$1K ﹤0.01%
14
2467
$1K ﹤0.01%
40
2468
$1K ﹤0.01%
12
-48
2469
$1K ﹤0.01%
25
2470
$1K ﹤0.01%
58
2471
$1K ﹤0.01%
120
2472
$1K ﹤0.01%
44
2473
$1K ﹤0.01%
+46
2474
$1K ﹤0.01%
20
2475
$1K ﹤0.01%
8
97 98
99
100 101