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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

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
2976
$6K ﹤0.01%
+97
2977
$6K ﹤0.01%
+850
2978
$6K ﹤0.01%
58
+5
2979
$6K ﹤0.01%
+160
2980
$6K ﹤0.01%
110
+100
2981
$6K ﹤0.01%
115
+49
2982
$6K ﹤0.01%
88
2983
$6K ﹤0.01%
19
-11
2984
$6K ﹤0.01%
69
+18
2985
$6K ﹤0.01%
+70
2986
$6K ﹤0.01%
+100
2987
– –
0
2988
$6K ﹤0.01%
421
+120
2989
$6K ﹤0.01%
+114
2990
$6K ﹤0.01%
+197
2991
$6K ﹤0.01%
105
+78
2992
$6K ﹤0.01%
93
+33
2993
$6K ﹤0.01%
404
+397
2994
$6K ﹤0.01%
+100
2995
$6K ﹤0.01%
1,707
+524
2996
$6K ﹤0.01%
+135
2997
$6K ﹤0.01%
+136
2998
$6K ﹤0.01%
376
+200
2999
$6K ﹤0.01%
94
3000
$6K ﹤0.01%
300
118 119
120
121 122