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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
2876
$7K ﹤0.01%
418
2877
$7K ﹤0.01%
886
+326
2878
$7K ﹤0.01%
+178
2879
$7K ﹤0.01%
252
+52
2880
$7K ﹤0.01%
325
2881
$7K ﹤0.01%
+400
2882
$7K ﹤0.01%
105
+13
2883
$7K ﹤0.01%
718
+243
2884
$7K ﹤0.01%
425
2885
$7K ﹤0.01%
250
+220
2886
$7K ﹤0.01%
+50
2887
$7K ﹤0.01%
+6
2888
$7K ﹤0.01%
+100
2889
$7K ﹤0.01%
448
+416
2890
$7K ﹤0.01%
554
+118
2891
$7K ﹤0.01%
168
+143
2892
$7K ﹤0.01%
+700
2893
$7K ﹤0.01%
89
+14
2894
$7K ﹤0.01%
62
2895
$7K ﹤0.01%
60
+59
2896
$7K ﹤0.01%
171
2897
$7K ﹤0.01%
127
+124
2898
$7K ﹤0.01%
500
2899
$7K ﹤0.01%
524
+384
2900
$7K ﹤0.01%
398
+178
114 115
116
117 118