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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
3401
$2K ﹤0.01%
100
3402
$2K ﹤0.01%
240
3403
$2K ﹤0.01%
65
+15
3404
$2K ﹤0.01%
150
3405
$2K ﹤0.01%
+65
3406
$2K ﹤0.01%
+120
3407
$2K ﹤0.01%
+140
3408
$2K ﹤0.01%
+277
3409
$2K ﹤0.01%
67
3410
$2K ﹤0.01%
94
3411
$2K ﹤0.01%
90
+65
3412
$2K ﹤0.01%
150
-950
3413
$2K ﹤0.01%
+1,640
3414
$2K ﹤0.01%
+38
3415
$2K ﹤0.01%
+300
3416
$2K ﹤0.01%
45
+44
3417
$2K ﹤0.01%
+164
3418
$2K ﹤0.01%
141
3419
$2K ﹤0.01%
+50
3420
$2K ﹤0.01%
+27
3421
$2K ﹤0.01%
+69
3422
$2K ﹤0.01%
33
+11
3423
$2K ﹤0.01%
+225
3424
$2K ﹤0.01%
46
+27
3425
$2K ﹤0.01%
120
135 136
137
138 139