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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
3751
$1K ﹤0.01%
155
3752
$1K ﹤0.01%
+9
3753
$1K ﹤0.01%
100
3754
$1K ﹤0.01%
50
3755
$1K ﹤0.01%
+200
3756
$1K ﹤0.01%
78
+10
3757
$1K ﹤0.01%
160
+5
3758
$1K ﹤0.01%
26
-11
3759
$1K ﹤0.01%
+76
3760
$1K ﹤0.01%
+32
3761
$1K ﹤0.01%
56
+52
3762
$1K ﹤0.01%
+11
3763
$1K ﹤0.01%
22
+5
3764
$1K ﹤0.01%
+38
3765
– –
0
3766
$1K ﹤0.01%
128
3767
– –
0
3768
$1K ﹤0.01%
55
+50
3769
$1K ﹤0.01%
+160
3770
$1K ﹤0.01%
43
-100
3771
$1K ﹤0.01%
80
3772
$1K ﹤0.01%
+100
3773
$1K ﹤0.01%
+100
3774
$1K ﹤0.01%
41
+38
3775
$1K ﹤0.01%
+27
149 150
151
152 153