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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
2951
$6K ﹤0.01%
4,000
2952
$6K ﹤0.01%
271
+37
2953
$6K ﹤0.01%
+282
2954
$6K ﹤0.01%
200
2955
$6K ﹤0.01%
+130
2956
$6K ﹤0.01%
185
-115
2957
$6K ﹤0.01%
146
+108
2958
$6K ﹤0.01%
395
+32
2959
$6K ﹤0.01%
340
2960
$6K ﹤0.01%
+3,000
2961
$6K ﹤0.01%
138
2962
$6K ﹤0.01%
+300
2963
$6K ﹤0.01%
3,251
+3,051
2964
$6K ﹤0.01%
+352
2965
$6K ﹤0.01%
394
2966
$6K ﹤0.01%
500
2967
$6K ﹤0.01%
300
+260
2968
$6K ﹤0.01%
126
+3
2969
$6K ﹤0.01%
81
-1,151
2970
$6K ﹤0.01%
140
2971
$6K ﹤0.01%
1,100
2972
$6K ﹤0.01%
+156
2973
$6K ﹤0.01%
289
+254
2974
$6K ﹤0.01%
+100
2975
$6K ﹤0.01%
160
+75