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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
3551
$2K ﹤0.01%
300
3552
$2K ﹤0.01%
+100
3553
$1K ﹤0.01%
33
+5
3554
$1K ﹤0.01%
+100
3555
$1K ﹤0.01%
170
+40
3556
$1K ﹤0.01%
52
+50
3557
$1K ﹤0.01%
60
3558
$1K ﹤0.01%
50
3559
$1K ﹤0.01%
+50
3560
$1K ﹤0.01%
52
+14
3561
$1K ﹤0.01%
+140
3562
– –
0
3563
$1K ﹤0.01%
114
+63
3564
$1K ﹤0.01%
18
3565
$1K ﹤0.01%
100
3566
$1K ﹤0.01%
18
3567
$1K ﹤0.01%
140
3568
$1K ﹤0.01%
47
+39
3569
$1K ﹤0.01%
49
+1
3570
$1K ﹤0.01%
+17
3571
$1K ﹤0.01%
12
+7
3572
$1K ﹤0.01%
125
3573
$1K ﹤0.01%
+1,000
3574
– –
0
3575
$1K ﹤0.01%
23
141 142
143
144 145