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
2251
$2K ﹤0.01%
+160
2252
$2K ﹤0.01%
71
2253
$2K ﹤0.01%
+115
2254
$2K ﹤0.01%
+31
2255
$2K ﹤0.01%
+342
2256
$2K ﹤0.01%
+522
2257
$2K ﹤0.01%
+75
2258
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45
2259
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175
2260
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20
-25
2261
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173
-174
2262
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57
+50
2263
$2K ﹤0.01%
95
+3
2264
$2K ﹤0.01%
66
2265
$2K ﹤0.01%
25
2266
$2K ﹤0.01%
+94
2267
$2K ﹤0.01%
70
2268
$2K ﹤0.01%
+201
2269
$2K ﹤0.01%
235
2270
$2K ﹤0.01%
50
2271
$2K ﹤0.01%
58
2272
$2K ﹤0.01%
59
+1
2273
$2K ﹤0.01%
265
+3
2274
$2K ﹤0.01%
80
2275
$2K ﹤0.01%
22
89 90
91
92 93