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
1826
$8K ﹤0.01%
200
1827
$8K ﹤0.01%
2,130
+15
1828
$8K ﹤0.01%
214
-506
1829
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174
+125
1830
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266
1831
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200
1832
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160
-68
1833
$8K ﹤0.01%
450
1834
$8K ﹤0.01%
50
1835
$7K ﹤0.01%
450
1836
$7K ﹤0.01%
1,632
1837
$7K ﹤0.01%
+175
1838
$7K ﹤0.01%
204
1839
$7K ﹤0.01%
400
1840
$7K ﹤0.01%
+375
1841
$7K ﹤0.01%
63
-94
1842
$7K ﹤0.01%
500
1843
$7K ﹤0.01%
113
1844
$7K ﹤0.01%
942
+264
1845
$7K ﹤0.01%
100
+50
1846
$7K ﹤0.01%
500
1847
$7K ﹤0.01%
1,525
1848
$7K ﹤0.01%
23
+19
1849
$7K ﹤0.01%
120
1850
$7K ﹤0.01%
140
72 73
74
75 76