We are live on ! Find out more
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
3451
$2K ﹤0.01%
55
-529
3452
$2K ﹤0.01%
+146
3453
$2K ﹤0.01%
+170
3454
$2K ﹤0.01%
134
+132
3455
$2K ﹤0.01%
115
3456
$2K ﹤0.01%
+100
3457
$2K ﹤0.01%
+126
3458
$2K ﹤0.01%
100
3459
$2K ﹤0.01%
+78
3460
$2K ﹤0.01%
50
3461
$2K ﹤0.01%
44
+14
3462
$2K ﹤0.01%
82
+68
3463
$2K ﹤0.01%
100
3464
$2K ﹤0.01%
+67
3465
$2K ﹤0.01%
74
+7
3466
$2K ﹤0.01%
31
3467
$2K ﹤0.01%
+74
3468
$2K ﹤0.01%
394
-7
3469
$2K ﹤0.01%
+56
3470
$2K ﹤0.01%
100
3471
$2K ﹤0.01%
36
3472
$2K ﹤0.01%
+71
3473
$2K ﹤0.01%
+83
3474
$2K ﹤0.01%
30
-15
3475
$2K ﹤0.01%
26
-265
137 138
139
140 141