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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
3426
$2K ﹤0.01%
99
3427
$2K ﹤0.01%
+34
3428
$2K ﹤0.01%
+269
3429
$2K ﹤0.01%
9
-41
3430
$2K ﹤0.01%
40
3431
$2K ﹤0.01%
42
+20
3432
$2K ﹤0.01%
1,540
+1,500
3433
$2K ﹤0.01%
+56
3434
$2K ﹤0.01%
266
3435
$2K ﹤0.01%
+6
3436
$2K ﹤0.01%
+377
3437
$2K ﹤0.01%
+250
3438
$2K ﹤0.01%
+100
3439
$2K ﹤0.01%
71
+55
3440
$2K ﹤0.01%
85
3441
$2K ﹤0.01%
40
3442
$2K ﹤0.01%
250
3443
$2K ﹤0.01%
312
+301
3444
$2K ﹤0.01%
375
+275
3445
$2K ﹤0.01%
25
3446
$2K ﹤0.01%
+41
3447
$2K ﹤0.01%
189
+159
3448
$2K ﹤0.01%
57
+54
3449
$2K ﹤0.01%
+124
3450
$2K ﹤0.01%
+50
136 137
138
139 140