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
1901
$6K ﹤0.01%
20
1902
$6K ﹤0.01%
+300
1903
$6K ﹤0.01%
75
1904
$6K ﹤0.01%
30
1905
$6K ﹤0.01%
200
1906
$6K ﹤0.01%
2
1907
$6K ﹤0.01%
240
-10
1908
$6K ﹤0.01%
1,525
1909
$6K ﹤0.01%
+600
1910
$6K ﹤0.01%
600
1911
$6K ﹤0.01%
1,000
-1,000
1912
$6K ﹤0.01%
203
1913
$6K ﹤0.01%
300
1914
$6K ﹤0.01%
1,722
-853
1915
$6K ﹤0.01%
350
-100
1916
$6K ﹤0.01%
111
1917
$6K ﹤0.01%
100
1918
$6K ﹤0.01%
+200
1919
$6K ﹤0.01%
70
1920
$6K ﹤0.01%
150
1921
$6K ﹤0.01%
40
-40
1922
$6K ﹤0.01%
473
1923
$6K ﹤0.01%
1,000
1924
$6K ﹤0.01%
+250
1925
$6K ﹤0.01%
21
75 76
77
78 79