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
3526
$2K ﹤0.01%
+175
3527
$2K ﹤0.01%
112
+93
3528
$2K ﹤0.01%
+124
3529
$2K ﹤0.01%
40
3530
$2K ﹤0.01%
+212
3531
$2K ﹤0.01%
126
+26
3532
$2K ﹤0.01%
171
+3
3533
$2K ﹤0.01%
206
3534
$2K ﹤0.01%
200
3535
$2K ﹤0.01%
+1,000
3536
$2K ﹤0.01%
15
-19
3537
$2K ﹤0.01%
130
-1,220
3538
$2K ﹤0.01%
300
3539
$2K ﹤0.01%
50
3540
$2K ﹤0.01%
1,000
3541
$2K ﹤0.01%
158
+103
3542
$2K ﹤0.01%
40
-50
3543
$2K ﹤0.01%
324
+250
3544
$2K ﹤0.01%
1,784
+477
3545
$2K ﹤0.01%
+30
3546
$2K ﹤0.01%
65
-20
3547
$2K ﹤0.01%
+50
3548
$2K ﹤0.01%
+200
3549
$2K ﹤0.01%
+56
3550
$2K ﹤0.01%
115
+109
140 141
142
143 144