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
2926
$7K ﹤0.01%
108
+23
2927
$7K ﹤0.01%
+100
2928
$7K ﹤0.01%
253
+248
2929
$7K ﹤0.01%
+628
2930
$7K ﹤0.01%
+200
2931
$7K ﹤0.01%
252
+52
2932
$7K ﹤0.01%
325
2933
$7K ﹤0.01%
115
+15
2934
$7K ﹤0.01%
407
+221
2935
$7K ﹤0.01%
165
+95
2936
$7K ﹤0.01%
+400
2937
$7K ﹤0.01%
+242
2938
$7K ﹤0.01%
+381
2939
$7K ﹤0.01%
+72
2940
$7K ﹤0.01%
245
-985
2941
$7K ﹤0.01%
179
2942
$7K ﹤0.01%
309
2943
$7K ﹤0.01%
130
+114
2944
$7K ﹤0.01%
1,752
2945
$7K ﹤0.01%
503
+435
2946
$6K ﹤0.01%
300
+260
2947
$6K ﹤0.01%
126
+3
2948
$6K ﹤0.01%
81
-1,151
2949
$6K ﹤0.01%
150
2950
$6K ﹤0.01%
230
+14