We are live on ! Find out more
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
2926
$7K ﹤0.01%
313
2927
$7K ﹤0.01%
64
2928
$7K ﹤0.01%
300
2929
$7K ﹤0.01%
229
+10
2930
$7K ﹤0.01%
254
-326
2931
$7K ﹤0.01%
+184
2932
$7K ﹤0.01%
150
+100
2933
$7K ﹤0.01%
698
-306
2934
$7K ﹤0.01%
+645
2935
$7K ﹤0.01%
157
-160
2936
$7K ﹤0.01%
+96
2937
$7K ﹤0.01%
+500
2938
$7K ﹤0.01%
+1,709
2939
$7K ﹤0.01%
245
-985
2940
$7K ﹤0.01%
179
2941
$7K ﹤0.01%
130
+114
2942
$7K ﹤0.01%
1,752
2943
$7K ﹤0.01%
503
+435
2944
$6K ﹤0.01%
230
+14
2945
$6K ﹤0.01%
448
+271
2946
$6K ﹤0.01%
+487
2947
$6K ﹤0.01%
+368
2948
$6K ﹤0.01%
69
+22
2949
$6K ﹤0.01%
+160
2950
$6K ﹤0.01%
391
-58
116 117
118
119 120