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
2151
$3K ﹤0.01%
81
2152
$3K ﹤0.01%
85
2153
$3K ﹤0.01%
100
-2
2154
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47
2155
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+181
2156
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+750
2157
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200
2158
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870
2159
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+124
2160
$3K ﹤0.01%
1,000
2161
$3K ﹤0.01%
100
2162
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103
2163
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4
2164
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57
2165
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+100
2166
$3K ﹤0.01%
129
2167
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950
2168
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50
2169
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100
2170
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100
2171
$3K ﹤0.01%
50
-50
2172
$3K ﹤0.01%
61
2173
$3K ﹤0.01%
98
2174
$3K ﹤0.01%
160
2175
$3K ﹤0.01%
92
-210
85 86
87
88 89