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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
3776
$1K ﹤0.01%
+21
3777
$1K ﹤0.01%
114
-57
3778
$1K ﹤0.01%
+619
3779
$1K ﹤0.01%
98
+34
3780
$1K ﹤0.01%
928
+702
3781
$1K ﹤0.01%
300
3782
$1K ﹤0.01%
17
3783
– –
0
3784
$1K ﹤0.01%
+36
3785
$1K ﹤0.01%
40
3786
$1K ﹤0.01%
78
+73
3787
$1K ﹤0.01%
31
3788
$1K ﹤0.01%
100
-231
3789
$1K ﹤0.01%
+34
3790
$1K ﹤0.01%
32
+28
3791
$1K ﹤0.01%
+65
3792
$1K ﹤0.01%
73
+33
3793
$1K ﹤0.01%
+14
3794
$1K ﹤0.01%
13
3795
$1K ﹤0.01%
29
3796
$1K ﹤0.01%
10
-16
3797
$1K ﹤0.01%
34
+15
3798
$1K ﹤0.01%
80
3799
$1K ﹤0.01%
33
+12
3800
$1K ﹤0.01%
15
-3
150 151
152
153 154