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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
1751
$47K ﹤0.01%
6,122
+2,338
1752
$47K ﹤0.01%
1,187
+400
1753
$47K ﹤0.01%
1,209
+1,174
1754
$47K ﹤0.01%
201
+2
1755
$47K ﹤0.01%
1,096
+316
1756
$47K ﹤0.01%
857
+390
1757
$47K ﹤0.01%
2,630
-170
1758
$47K ﹤0.01%
378
+218
1759
$46K ﹤0.01%
1,259
+88
1760
$46K ﹤0.01%
1,206
+1,106
1761
$46K ﹤0.01%
+513
1762
$46K ﹤0.01%
908
+597
1763
$46K ﹤0.01%
3,395
+1,466
1764
$46K ﹤0.01%
9,718
-75,287
1765
$46K ﹤0.01%
1,880
+880
1766
$46K ﹤0.01%
1,360
+780
1767
$46K ﹤0.01%
1,880
-239
1768
$46K ﹤0.01%
+3,358
1769
$46K ﹤0.01%
1,520
+1,113
1770
$46K ﹤0.01%
+831
1771
$46K ﹤0.01%
34
-1
1772
$45K ﹤0.01%
910
+360
1773
$45K ﹤0.01%
1,460
+1,241
1774
$45K ﹤0.01%
+2,800
1775
$45K ﹤0.01%
7,061
+6,686
69 70
71
72 73