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
1576
$14K ﹤0.01%
672
+12
1577
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412
-401
1578
$14K ﹤0.01%
+275
1579
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1,113
1580
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204
+84
1581
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346
1582
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125
1583
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401
1584
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300
1585
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347
-333
1586
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881
+9
1587
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414
1588
$14K ﹤0.01%
1,400
+800
1589
$14K ﹤0.01%
1,027
+4
1590
$14K ﹤0.01%
1,049
1591
$14K ﹤0.01%
270
-88
1592
$14K ﹤0.01%
136
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1593
$14K ﹤0.01%
1,500
1594
$14K ﹤0.01%
1,110
-370
1595
$14K ﹤0.01%
515
1596
$14K ﹤0.01%
512
+152
1597
$13K ﹤0.01%
1,025
1598
$13K ﹤0.01%
183
-117
1599
$13K ﹤0.01%
500
-1
1600
$13K ﹤0.01%
218
+92
62 63
64
65 66