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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
3651
$1K ﹤0.01%
300
3652
$1K ﹤0.01%
33
+22
3653
$1K ﹤0.01%
+590
3654
$1K ﹤0.01%
+400
3655
$1K ﹤0.01%
+100
3656
$1K ﹤0.01%
+50
3657
$1K ﹤0.01%
164
+85
3658
$1K ﹤0.01%
500
3659
$1K ﹤0.01%
71
3660
$1K ﹤0.01%
42
3661
$1K ﹤0.01%
+44
3662
$1K ﹤0.01%
33
3663
$1K ﹤0.01%
+290
3664
$1K ﹤0.01%
79
3665
$1K ﹤0.01%
82
+6
3666
$1K ﹤0.01%
+200
3667
$1K ﹤0.01%
40
3668
$1K ﹤0.01%
+51
3669
$1K ﹤0.01%
44
3670
$1K ﹤0.01%
63
3671
$1K ﹤0.01%
175
3672
$1K ﹤0.01%
87
-10
3673
$1K ﹤0.01%
34
+29
3674
$1K ﹤0.01%
+31
3675
$1K ﹤0.01%
+15
145 146
147
148 149