MFS

MSI Financial Services Portfolio holdings

AUM $3.07B
1-Year Est. Return 10.22%
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 +$22.3M
2 +$15.5M
3 +$12.3M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$9.72M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.7M

Sector Composition

1 Technology 5.05%
2 Healthcare 4.63%
3 Consumer Staples 4.48%
4 Financials 4.33%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2826
$8K ﹤0.01%
239
+234
2827
$8K ﹤0.01%
420
+50
2828
$8K ﹤0.01%
+459
2829
$8K ﹤0.01%
200
-500
2830
$8K ﹤0.01%
332
2831
$8K ﹤0.01%
+1,500
2832
$8K ﹤0.01%
308
2833
$8K ﹤0.01%
+15
2834
$8K ﹤0.01%
206
+44
2835
$8K ﹤0.01%
+240
2836
$8K ﹤0.01%
191
-98
2837
$8K ﹤0.01%
548
2838
$8K ﹤0.01%
971
+828
2839
$8K ﹤0.01%
+405
2840
$8K ﹤0.01%
569
+40
2841
$8K ﹤0.01%
+60
2842
$8K ﹤0.01%
+568
2843
$8K ﹤0.01%
+664
2844
$8K ﹤0.01%
300
+40
2845
$8K ﹤0.01%
204
2846
$8K ﹤0.01%
1,363
+1,063
2847
$8K ﹤0.01%
300
2848
$8K ﹤0.01%
+213
2849
$8K ﹤0.01%
482
+227
2850
$8K ﹤0.01%
400