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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
2851
$8K ﹤0.01%
+200
2852
$8K ﹤0.01%
+177
2853
$8K ﹤0.01%
+195
2854
$8K ﹤0.01%
+270
2855
$8K ﹤0.01%
+577
2856
$8K ﹤0.01%
+568
2857
$8K ﹤0.01%
+664
2858
$8K ﹤0.01%
300
+40
2859
$8K ﹤0.01%
72
+7
2860
$8K ﹤0.01%
66
+1
2861
$8K ﹤0.01%
148
+91
2862
$8K ﹤0.01%
295
+289
2863
$8K ﹤0.01%
+233
2864
$8K ﹤0.01%
760
+465
2865
$8K ﹤0.01%
+1,650
2866
$8K ﹤0.01%
+375
2867
$8K ﹤0.01%
+107
2868
$8K ﹤0.01%
239
+234
2869
$8K ﹤0.01%
+1,500
2870
$8K ﹤0.01%
204
2871
$7K ﹤0.01%
334
+274
2872
$7K ﹤0.01%
685
+545
2873
$7K ﹤0.01%
59
2874
$7K ﹤0.01%
611
+89
2875
$7K ﹤0.01%
715
-332
113 114
115
116 117