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
$655M
AUM Growth
+$82.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,753
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$6.02M
3
+$3.59M
4
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$2.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.26M

Top Sells

1
+$3.05M
2
+$3.05M
3
+$3.01M
4
CAT icon
Caterpillar
CAT
+$2.29M
5
DIS icon
Walt Disney
DIS
+$1.68M

Sector Composition

1 Technology 6.34%
2 Energy 5.63%
3 Consumer Staples 5.11%
4 Industrials 4.74%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2701
$0 ﹤0.01%
2
2702
$0 ﹤0.01%
26
2703
$0 ﹤0.01%
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2704
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2705
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2706
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2707
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2708
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2709
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2710
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2711
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-51
2712
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2713
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-37
2714
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2715
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2716
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2717
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2718
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+2
2719
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6
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2720
$0 ﹤0.01%
3
-3
2721
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0
2722
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2723
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2724
$0 ﹤0.01%
+2
2725
$0 ﹤0.01%
+4
106 107 108
109
110