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
2151
$3K ﹤0.01%
50
2152
$3K ﹤0.01%
100
2153
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100
-100
2154
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299
-296
2155
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61
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2156
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2157
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2158
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-100
2159
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+100
2160
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34
-34
2161
$3K ﹤0.01%
+50
2162
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+100
2163
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65
2164
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225
-100
2165
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400
2166
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50
2167
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120
2168
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225
-100
2169
$3K ﹤0.01%
870
2170
$3K ﹤0.01%
8
2171
$3K ﹤0.01%
90
+2
2172
$3K ﹤0.01%
120
-120
2173
$3K ﹤0.01%
111
2174
$3K ﹤0.01%
40
2175
$3K ﹤0.01%
+58
85 86
87
88 89