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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
$2.2B
AUM Growth
+$925M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,193
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$16.8M
3
+$12.3M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$10.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.8M

Top Sells

1
+$6.58M
2
+$4.31M
3
+$2.52M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.48M
5
FXD icon
First Trust Consumer Discretionary AlphaDEX Fund
FXD
+$2.47M

Sector Composition

1 Technology 5.05%
2 Healthcare 4.63%
3 Consumer Staples 4.48%
4 Financials 4.33%
5 Communication Services 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$15K ﹤0.01%
563
2477
$15K ﹤0.01%
871
+400
2478
$15K ﹤0.01%
511
+107
2479
$15K ﹤0.01%
239
+224
2480
$15K ﹤0.01%
1,388
-252
2481
$15K ﹤0.01%
318
+187
2482
$15K ﹤0.01%
325
+86
2483
$15K ﹤0.01%
1,500
2484
$15K ﹤0.01%
182
+162
2485
$15K ﹤0.01%
2,427
2486
$15K ﹤0.01%
+631
2487
$15K ﹤0.01%
1,116
+969
2488
$15K ﹤0.01%
153
2489
$14K ﹤0.01%
570
2490
$14K ﹤0.01%
169
2491
$14K ﹤0.01%
+214
2492
$14K ﹤0.01%
1,420
+1,120
2493
$14K ﹤0.01%
894
+517
2494
$14K ﹤0.01%
1,127
+802
2495
$14K ﹤0.01%
408
+92
2496
$14K ﹤0.01%
507
+162
2497
$14K ﹤0.01%
988
2498
$14K ﹤0.01%
+390
2499
$14K ﹤0.01%
60
2500
$14K ﹤0.01%
3,865
+3,790
98 99
100
101 102