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

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
2751
$9K ﹤0.01%
+300
2752
$9K ﹤0.01%
+176
2753
$9K ﹤0.01%
+269
2754
$9K ﹤0.01%
+350
2755
$9K ﹤0.01%
3,394
+244
2756
$9K ﹤0.01%
155
+144
2757
$9K ﹤0.01%
400
2758
$9K ﹤0.01%
+300
2759
$9K ﹤0.01%
714
-138
2760
$9K ﹤0.01%
520
+400
2761
$9K ﹤0.01%
145
+9
2762
$9K ﹤0.01%
413
+213
2763
$9K ﹤0.01%
679
2764
$9K ﹤0.01%
546
2765
$9K ﹤0.01%
930
+602
2766
$9K ﹤0.01%
+116
2767
$9K ﹤0.01%
307
+264
2768
$9K ﹤0.01%
135
+80
2769
$9K ﹤0.01%
+1,015
2770
$9K ﹤0.01%
+300
2771
$9K ﹤0.01%
1,474
+1,276
2772
$9K ﹤0.01%
884
+55
2773
$9K ﹤0.01%
406
+6
2774
$9K ﹤0.01%
1,285
-500
2775
$9K ﹤0.01%
320
+100