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
2126
$3K ﹤0.01%
305
2127
$3K ﹤0.01%
+200
2128
$3K ﹤0.01%
325
-350
2129
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99
2130
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104
2131
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136
-676
2132
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165
-50
2133
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117
2134
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100
2135
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+155
2136
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250
2137
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+43
2138
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81
2139
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102
+2
2140
$3K ﹤0.01%
119
+3
2141
$3K ﹤0.01%
+7
2142
$3K ﹤0.01%
140
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2143
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67
-133
2144
$3K ﹤0.01%
+200
2145
$3K ﹤0.01%
122
2146
$3K ﹤0.01%
129
2147
$3K ﹤0.01%
+96
2148
$3K ﹤0.01%
105
-105
2149
$3K ﹤0.01%
950
2150
$3K ﹤0.01%
50
84 85
86
87 88