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
3001
$6K ﹤0.01%
93
+33
3002
$6K ﹤0.01%
404
+397
3003
$6K ﹤0.01%
+100
3004
$6K ﹤0.01%
1,707
+524
3005
$6K ﹤0.01%
+135
3006
$6K ﹤0.01%
+136
3007
$6K ﹤0.01%
376
+200
3008
$6K ﹤0.01%
+200
3009
$6K ﹤0.01%
94
3010
$6K ﹤0.01%
300
3011
$6K ﹤0.01%
192
+59
3012
$6K ﹤0.01%
+151
3013
$6K ﹤0.01%
+383
3014
$6K ﹤0.01%
+1,450
3015
$6K ﹤0.01%
+145
3016
$6K ﹤0.01%
196
+125
3017
$6K ﹤0.01%
33
+31
3018
$6K ﹤0.01%
700
3019
$6K ﹤0.01%
193
3020
$6K ﹤0.01%
261
+160
3021
$6K ﹤0.01%
68
+8
3022
$6K ﹤0.01%
325
3023
$6K ﹤0.01%
176
+88
3024
$6K ﹤0.01%
719
+398
3025
$6K ﹤0.01%
5,786
+5,705