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
2126
$4K ﹤0.01%
+100
2127
$3K ﹤0.01%
50
2128
$3K ﹤0.01%
13
2129
$3K ﹤0.01%
100
2130
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100
2131
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125
-1
2132
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81
2133
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85
2134
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47
2135
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+181
2136
$3K ﹤0.01%
+750
2137
$3K ﹤0.01%
200
2138
$3K ﹤0.01%
870
2139
$3K ﹤0.01%
+124
2140
$3K ﹤0.01%
100
2141
$3K ﹤0.01%
119
2142
$3K ﹤0.01%
400
+8
2143
$3K ﹤0.01%
200
-25
2144
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200
-25
2145
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300
2146
$3K ﹤0.01%
305
2147
$3K ﹤0.01%
8
2148
$3K ﹤0.01%
4
2149
$3K ﹤0.01%
57
2150
$3K ﹤0.01%
200
84 85
86
87 88