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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

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
2901
$7K ﹤0.01%
144
+91
2902
$7K ﹤0.01%
230
+181
2903
$7K ﹤0.01%
+133
2904
$7K ﹤0.01%
294
+15
2905
$7K ﹤0.01%
+114
2906
$7K ﹤0.01%
141
+40
2907
$7K ﹤0.01%
+613
2908
$7K ﹤0.01%
+664
2909
$7K ﹤0.01%
+200
2910
$7K ﹤0.01%
108
+23
2911
$7K ﹤0.01%
+100
2912
$7K ﹤0.01%
253
+248
2913
$7K ﹤0.01%
596
-395
2914
$7K ﹤0.01%
+628
2915
$7K ﹤0.01%
+200
2916
$7K ﹤0.01%
115
+15
2917
$7K ﹤0.01%
407
+221
2918
$7K ﹤0.01%
165
+95
2919
$7K ﹤0.01%
+242
2920
$7K ﹤0.01%
+381
2921
$7K ﹤0.01%
+72
2922
$7K ﹤0.01%
309
2923
$7K ﹤0.01%
271
+162
2924
$7K ﹤0.01%
74
+18
2925
$7K ﹤0.01%
164
+25