MFS

MSI Financial Services Portfolio holdings

AUM $3.07B
1-Year Est. Return 10.22%
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 +$22.3M
2 +$15.5M
3 +$12.3M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$9.72M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.7M

Sector Composition

1 Technology 5.05%
2 Healthcare 4.63%
3 Consumer Staples 4.48%
4 Financials 4.33%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4126
$0 ﹤0.01%
5
4127
$0 ﹤0.01%
1
4128
$0 ﹤0.01%
31
+25
4129
$0 ﹤0.01%
+27
4130
$0 ﹤0.01%
11
-4
4131
$0 ﹤0.01%
13
4132
$0 ﹤0.01%
15
+1
4133
-400
4134
-36
4135
$0 ﹤0.01%
+42
4136
-22
4137
-85
4138
0
4139
-20
4140
$0 ﹤0.01%
+27
4141
-1,347
4142
$0 ﹤0.01%
3
4143
0
4144
-70
4145
-40
4146
0
4147
$0 ﹤0.01%
7
4148
$0 ﹤0.01%
+12
4149
$0 ﹤0.01%
9
+5
4150
$0 ﹤0.01%
+5