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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
3726
$1K ﹤0.01%
67
+54
3727
$1K ﹤0.01%
41
+3
3728
$1K ﹤0.01%
+52
3729
$1K ﹤0.01%
+36
3730
$1K ﹤0.01%
+100
3731
$1K ﹤0.01%
+36
3732
$1K ﹤0.01%
100
3733
$1K ﹤0.01%
44
+8
3734
$1K ﹤0.01%
+142
3735
$1K ﹤0.01%
350
+250
3736
$1K ﹤0.01%
12
3737
$1K ﹤0.01%
100
3738
$1K ﹤0.01%
+38
3739
$1K ﹤0.01%
19
+7
3740
$1K ﹤0.01%
+22
3741
$1K ﹤0.01%
+98
3742
$1K ﹤0.01%
+35
3743
$1K ﹤0.01%
22
+6
3744
$1K ﹤0.01%
+213
3745
$1K ﹤0.01%
25
3746
$1K ﹤0.01%
+28
3747
$1K ﹤0.01%
30
3748
$1K ﹤0.01%
+13
3749
$1K ﹤0.01%
127
3750
$1K ﹤0.01%
30
-10
148 149
150
151 152