MFS
MSI Financial Services Portfolio holdings
AUM
$3.07B
1-Year Est. Return
10.22%
This Fund
S&P 500
1 Year Est. Return
+10.22%
AUM
$748M
AUM Growth
+$52.5M
(+7.6%)
Holding
2,785
Top Buys
| 1 | +$2.85M | |
| 2 | +$2.81M | |
| 3 | +$2.03M | |
| 4 |
iShares Morningstar Small-Cap Value ETF
ISCV
|
+$1.93M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.77M |
Top Sells
| 1 | +$5.29M | |
| 2 | +$2.83M | |
| 3 | +$2.57M | |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
+$2.07M |
| 5 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$1.55M |
Sector Composition
| 1 | Technology | 6.06% |
| 2 | Energy | 5.8% |
| 3 | Financials | 4.75% |
| 4 | Healthcare | 4.65% |
| 5 | Consumer Staples | 4.27% |