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
2901
$7K ﹤0.01%
308
-71
2902
$7K ﹤0.01%
+96
2903
$7K ﹤0.01%
+500
2904
$7K ﹤0.01%
+1,709
2905
$7K ﹤0.01%
62
2906
$7K ﹤0.01%
60
+59
2907
$7K ﹤0.01%
171
2908
$7K ﹤0.01%
611
+89
2909
$7K ﹤0.01%
127
+124
2910
$7K ﹤0.01%
500
2911
$7K ﹤0.01%
524
+384
2912
$7K ﹤0.01%
398
+178
2913
$7K ﹤0.01%
144
+91
2914
$7K ﹤0.01%
715
-332
2915
$7K ﹤0.01%
418
2916
$7K ﹤0.01%
230
+181
2917
$7K ﹤0.01%
+133
2918
$7K ﹤0.01%
294
+15
2919
$7K ﹤0.01%
+114
2920
$7K ﹤0.01%
886
+326
2921
$7K ﹤0.01%
+178
2922
$7K ﹤0.01%
141
+40
2923
$7K ﹤0.01%
+613
2924
$7K ﹤0.01%
+664
2925
$7K ﹤0.01%
+200