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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
2826
$8K ﹤0.01%
+240
2827
$8K ﹤0.01%
191
-98
2828
$8K ﹤0.01%
548
2829
$8K ﹤0.01%
971
+828
2830
$8K ﹤0.01%
+405
2831
$8K ﹤0.01%
+60
2832
$8K ﹤0.01%
1,363
+1,063
2833
$8K ﹤0.01%
300
2834
$8K ﹤0.01%
+213
2835
$8K ﹤0.01%
482
+227
2836
$8K ﹤0.01%
400
2837
$8K ﹤0.01%
168
+68
2838
$8K ﹤0.01%
271
-211
2839
$8K ﹤0.01%
169
+78
2840
$8K ﹤0.01%
167
+30
2841
$8K ﹤0.01%
762
+27
2842
$8K ﹤0.01%
218
+182
2843
$8K ﹤0.01%
+125
2844
$8K ﹤0.01%
180
+80
2845
$8K ﹤0.01%
193
+7
2846
$8K ﹤0.01%
300
2847
$8K ﹤0.01%
10,000
2848
$8K ﹤0.01%
+280
2849
$8K ﹤0.01%
68
+56
2850
$8K ﹤0.01%
700
-700
112 113
114
115 116