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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
3476
$2K ﹤0.01%
100
3477
$2K ﹤0.01%
40
+12
3478
$2K ﹤0.01%
+60
3479
$2K ﹤0.01%
750
+650
3480
$2K ﹤0.01%
+20
3481
$2K ﹤0.01%
+84
3482
$2K ﹤0.01%
158
+116
3483
$2K ﹤0.01%
148
+129
3484
$2K ﹤0.01%
+583
3485
$2K ﹤0.01%
+52
3486
$2K ﹤0.01%
110
3487
$2K ﹤0.01%
+25
3488
$2K ﹤0.01%
+8
3489
$2K ﹤0.01%
+159
3490
$2K ﹤0.01%
395
+100
3491
$2K ﹤0.01%
75
3492
$2K ﹤0.01%
158
3493
$2K ﹤0.01%
318
3494
$2K ﹤0.01%
+87
3495
$2K ﹤0.01%
+64
3496
$2K ﹤0.01%
+100
3497
$2K ﹤0.01%
+82
3498
$2K ﹤0.01%
235
3499
$2K ﹤0.01%
30
3500
$2K ﹤0.01%
145
-625
138 139
140
141 142