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
3076
$5K ﹤0.01%
374
+240
3077
$5K ﹤0.01%
+300
3078
$5K ﹤0.01%
128
+28
3079
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103
+64
3080
$5K ﹤0.01%
47
+20
3081
$5K ﹤0.01%
+59
3082
$5K ﹤0.01%
556
+450
3083
$5K ﹤0.01%
+400
3084
$5K ﹤0.01%
495
3085
$5K ﹤0.01%
+1,000
3086
$5K ﹤0.01%
232
3087
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146
+130
3088
$5K ﹤0.01%
+180
3089
$5K ﹤0.01%
+98
3090
$5K ﹤0.01%
+121
3091
$5K ﹤0.01%
122
+24
3092
$5K ﹤0.01%
+4
3093
$5K ﹤0.01%
45
+27
3094
$5K ﹤0.01%
289
+4
3095
$5K ﹤0.01%
160
3096
$5K ﹤0.01%
26
3097
$5K ﹤0.01%
186
-86
3098
$5K ﹤0.01%
200
3099
$5K ﹤0.01%
+408
3100
$5K ﹤0.01%
750