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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
1826
$42K ﹤0.01%
4,662
-24
1827
$42K ﹤0.01%
+3,000
1828
$42K ﹤0.01%
842
+617
1829
$42K ﹤0.01%
3,830
+300
1830
$42K ﹤0.01%
1,744
+1,026
1831
$41K ﹤0.01%
1,011
+448
1832
$41K ﹤0.01%
7,195
-5,464
1833
$41K ﹤0.01%
9,037
+6,182
1834
$41K ﹤0.01%
1,650
+290
1835
$41K ﹤0.01%
717
+667
1836
$41K ﹤0.01%
2,017
+1,198
1837
$41K ﹤0.01%
204
-695
1838
$41K ﹤0.01%
1,586
+1,420
1839
$41K ﹤0.01%
1,839
+1,545
1840
$41K ﹤0.01%
2,555
+385
1841
$41K ﹤0.01%
752
+581
1842
$41K ﹤0.01%
399
+236
1843
$41K ﹤0.01%
1,700
+1,635
1844
$41K ﹤0.01%
2,213
1845
$41K ﹤0.01%
1,280
-100
1846
$41K ﹤0.01%
1,064
+814
1847
$41K ﹤0.01%
+3,200
1848
$41K ﹤0.01%
1,086
-412
1849
$40K ﹤0.01%
2,730
+2,272
1850
$40K ﹤0.01%
937
+107
72 73
74
75 76