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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
1601
$60K ﹤0.01%
2,320
+94
1602
$60K ﹤0.01%
1,308
+871
1603
$60K ﹤0.01%
4,214
+2,353
1604
$60K ﹤0.01%
2,320
+707
1605
$60K ﹤0.01%
761
+719
1606
$60K ﹤0.01%
732
+21
1607
$60K ﹤0.01%
1,269
+505
1608
$60K ﹤0.01%
1,579
+1,006
1609
$60K ﹤0.01%
2,113
+1,421
1610
$59K ﹤0.01%
1,286
+1,277
1611
$59K ﹤0.01%
1,345
1612
$59K ﹤0.01%
+25,556
1613
$59K ﹤0.01%
3,308
+74
1614
$59K ﹤0.01%
611
+82
1615
$59K ﹤0.01%
1,462
+47
1616
$59K ﹤0.01%
1,140
-457
1617
$59K ﹤0.01%
+3,331
1618
$59K ﹤0.01%
2,188
+1,421
1619
$59K ﹤0.01%
860
+72
1620
$59K ﹤0.01%
5,114
+4,998
1621
$59K ﹤0.01%
1,313
+1,060
1622
$59K ﹤0.01%
+2,613
1623
$58K ﹤0.01%
1,682
+670
1624
$58K ﹤0.01%
2,119
+1,549
1625
$58K ﹤0.01%
4,046
+2,085
63 64
65
66 67