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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
3226
$4K ﹤0.01%
88
+29
3227
$4K ﹤0.01%
+255
3228
$4K ﹤0.01%
67
+60
3229
$4K ﹤0.01%
166
3230
$4K ﹤0.01%
140
+40
3231
$4K ﹤0.01%
118
+22
3232
$4K ﹤0.01%
200
+150
3233
$4K ﹤0.01%
+40
3234
$4K ﹤0.01%
+206
3235
$4K ﹤0.01%
87
+83
3236
$4K ﹤0.01%
+249
3237
$4K ﹤0.01%
+50
3238
$4K ﹤0.01%
+200
3239
$4K ﹤0.01%
+261
3240
$4K ﹤0.01%
40
3241
$4K ﹤0.01%
771
+99
3242
$4K ﹤0.01%
169
+26
3243
$4K ﹤0.01%
+6
3244
$4K ﹤0.01%
442
+173
3245
$4K ﹤0.01%
238
3246
$4K ﹤0.01%
192
+100
3247
$4K ﹤0.01%
+200
3248
$4K ﹤0.01%
175
3249
$4K ﹤0.01%
32
+12
3250
$3K ﹤0.01%
210
-340
128 129
130
131 132