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
2926
$7K ﹤0.01%
+613
2927
$7K ﹤0.01%
+664
2928
$7K ﹤0.01%
+200
2929
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+100
2930
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253
+248
2931
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596
-395
2932
$7K ﹤0.01%
+628
2933
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+200
2934
$7K ﹤0.01%
252
+52
2935
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325
2936
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165
+95
2937
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+400
2938
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+242
2939
$7K ﹤0.01%
+381
2940
$7K ﹤0.01%
179
2941
$7K ﹤0.01%
130
+114
2942
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271
+162
2943
$7K ﹤0.01%
74
+18
2944
$6K ﹤0.01%
+139
2945
$6K ﹤0.01%
14
+4
2946
$6K ﹤0.01%
+300
2947
$6K ﹤0.01%
+487
2948
$6K ﹤0.01%
394
2949
$6K ﹤0.01%
500
2950
$6K ﹤0.01%
115
+49