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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
1276
$102K ﹤0.01%
7,288
+5,594
1277
$102K ﹤0.01%
+7,746
1278
$102K ﹤0.01%
2,931
+2,600
1279
$102K ﹤0.01%
4,400
+910
1280
$102K ﹤0.01%
3,861
+51
1281
$101K ﹤0.01%
2,666
+1,816
1282
$101K ﹤0.01%
3,591
-184
1283
$101K ﹤0.01%
6,332
+6,052
1284
$101K ﹤0.01%
2,780
+1,695
1285
$101K ﹤0.01%
1,954
+831
1286
$101K ﹤0.01%
730
+315
1287
$101K ﹤0.01%
6,930
1288
$100K ﹤0.01%
1,029
+964
1289
$100K ﹤0.01%
2,281
+1,591
1290
$100K ﹤0.01%
1,805
+636
1291
$100K ﹤0.01%
+3,313
1292
$100K ﹤0.01%
2,007
+248
1293
$100K ﹤0.01%
3,494
+3,334
1294
$100K ﹤0.01%
5,903
-1,122
1295
$99K ﹤0.01%
+1,564
1296
$99K ﹤0.01%
521
+313
1297
$99K ﹤0.01%
1,804
+1,534
1298
$98K ﹤0.01%
1,448
+462
1299
$98K ﹤0.01%
3,808
+2,956
1300
$98K ﹤0.01%
1,258
+820
50 51
52
53 54