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
$695M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,786
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.06M
3
+$1.69M
4
FXD icon
First Trust Consumer Discretionary AlphaDEX Fund
FXD
+$1.58M
5
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$1.55M

Top Sells

1
+$1.88M
2
+$1.57M
3
+$1.42M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$1.35M
5
BSCE
CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF
BSCE
+$1.26M

Sector Composition

1 Technology 5.74%
2 Energy 5.1%
3 Financials 4.85%
4 Industrials 4.53%
5 Healthcare 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$57K 0.01%
+50
977
$57K 0.01%
3,991
+2,647
978
$57K 0.01%
943
+2
979
$56K 0.01%
+2,060
980
$56K 0.01%
1,905
-301
981
$56K 0.01%
695
-1,750
982
$56K 0.01%
1,425
+100
983
$56K 0.01%
6,250
-1,750
984
$56K 0.01%
1,695
+860
985
$56K 0.01%
4,151
-146
986
$56K 0.01%
365
-190
987
$56K 0.01%
6,100
+4,900
988
$55K 0.01%
1,200
+700
989
$55K 0.01%
1,365
990
$55K 0.01%
1,988
+532
991
$55K 0.01%
2,200
+250
992
$55K 0.01%
480
993
$55K 0.01%
1,869
-30
994
$54K 0.01%
2,520
-400
995
$54K 0.01%
1,237
+593
996
$54K 0.01%
3,910
+375
997
$54K 0.01%
1,355
+11
998
$53K 0.01%
1,841
999
$53K 0.01%
1,163
-63
1000
$53K 0.01%
2,068
38 39
40
41 42