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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
3126
$5K ﹤0.01%
+1,079
3127
$5K ﹤0.01%
186
+122
3128
$5K ﹤0.01%
520
3129
$5K ﹤0.01%
132
+120
3130
$5K ﹤0.01%
200
3131
$5K ﹤0.01%
217
+156
3132
$5K ﹤0.01%
+261
3133
$5K ﹤0.01%
+247
3134
$5K ﹤0.01%
+700
3135
$5K ﹤0.01%
+109
3136
$5K ﹤0.01%
227
3137
$5K ﹤0.01%
591
+250
3138
$4K ﹤0.01%
174
+74
3139
$4K ﹤0.01%
267
-1,521
3140
$4K ﹤0.01%
200
3141
$4K ﹤0.01%
+134
3142
$4K ﹤0.01%
+142
3143
$4K ﹤0.01%
+872
3144
$4K ﹤0.01%
114
3145
$4K ﹤0.01%
300
3146
$4K ﹤0.01%
80
3147
$4K ﹤0.01%
575
3148
$4K ﹤0.01%
445
-681
3149
$4K ﹤0.01%
300
3150
$4K ﹤0.01%
89
+63
124 125
126
127 128