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
$655M
AUM Growth
+$82.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,753
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$6.02M
3
+$3.59M
4
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$2.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.26M

Top Sells

1
+$3.05M
2
+$3.05M
3
+$3.01M
4
CAT icon
Caterpillar
CAT
+$2.29M
5
DIS icon
Walt Disney
DIS
+$1.68M

Sector Composition

1 Technology 6.34%
2 Energy 5.63%
3 Consumer Staples 5.11%
4 Industrials 4.74%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$6K ﹤0.01%
119
-6,825
1852
$6K ﹤0.01%
100
1853
$6K ﹤0.01%
184
1854
$6K ﹤0.01%
+100
1855
$6K ﹤0.01%
55
1856
$6K ﹤0.01%
110
+108
1857
$6K ﹤0.01%
85
-100
1858
$6K ﹤0.01%
138
1859
$6K ﹤0.01%
137
-9
1860
$6K ﹤0.01%
+500
1861
$6K ﹤0.01%
400
1862
$6K ﹤0.01%
17
-143
1863
$6K ﹤0.01%
223
1864
$6K ﹤0.01%
275
+48
1865
$6K ﹤0.01%
74
+32
1866
$6K ﹤0.01%
2,741
-59
1867
$6K ﹤0.01%
3,060
-440
1868
$6K ﹤0.01%
188
1869
$6K ﹤0.01%
164
1870
$6K ﹤0.01%
+200
1871
$6K ﹤0.01%
500
-1,000
1872
$6K ﹤0.01%
74
1873
$6K ﹤0.01%
+300
1874
$6K ﹤0.01%
750
-350
1875
$6K ﹤0.01%
+203
73 74
75
76 77