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
2201
$2K ﹤0.01%
+57
2202
$2K ﹤0.01%
100
2203
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52
-88
2204
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+55
2205
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13
-12
2206
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23
2207
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68
2208
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57
2209
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94
-25
2210
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64
2211
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100
2212
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30
-22
2213
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42
2214
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25
2215
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133
2216
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143
2217
$2K ﹤0.01%
+191
2218
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31
+19
2219
$2K ﹤0.01%
30
-52
2220
$2K ﹤0.01%
51
2221
$2K ﹤0.01%
+124
2222
$2K ﹤0.01%
32
2223
$2K ﹤0.01%
+35
2224
$2K ﹤0.01%
316
2225
$2K ﹤0.01%
40
87 88
89
90 91