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
2851
$8K ﹤0.01%
168
+68
2852
$8K ﹤0.01%
271
-211
2853
$8K ﹤0.01%
169
+78
2854
$8K ﹤0.01%
167
+30
2855
$8K ﹤0.01%
762
+27
2856
$8K ﹤0.01%
218
+182
2857
$8K ﹤0.01%
+125
2858
$8K ﹤0.01%
180
+80
2859
$8K ﹤0.01%
193
+7
2860
$8K ﹤0.01%
300
2861
$8K ﹤0.01%
441
+381
2862
$8K ﹤0.01%
10,000
2863
$8K ﹤0.01%
+280
2864
$8K ﹤0.01%
68
+56
2865
$8K ﹤0.01%
700
-700
2866
$8K ﹤0.01%
+200
2867
$8K ﹤0.01%
+330
2868
$8K ﹤0.01%
+177
2869
$8K ﹤0.01%
+195
2870
$8K ﹤0.01%
+270
2871
$8K ﹤0.01%
+577
2872
$7K ﹤0.01%
271
+162
2873
$7K ﹤0.01%
+50
2874
$7K ﹤0.01%
+91
2875
$7K ﹤0.01%
+100