MFS

MSI Financial Services Portfolio holdings

AUM $3.07B
1-Year Est. Return 10.22%
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
+$9.55M
2
+$6.43M
3
+$3.73M
4
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$2.89M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.5M

Top Sells

1
+$3.15M
2
+$3.15M
3
+$3.12M
4
CAT icon
Caterpillar
CAT
+$2.44M
5
DIS icon
Walt Disney
DIS
+$1.85M

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
2326
$1K ﹤0.01%
42
-42
2327
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+11
2328
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11
2329
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25
-25
2330
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64
2331
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2332
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+33
2333
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2334
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10
2335
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40
2336
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2337
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2338
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40
2339
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+65
2340
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100
-100
2341
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2342
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70
2343
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22
2344
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2345
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2346
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28
-28
2347
$1K ﹤0.01%
+59
2348
$1K ﹤0.01%
+26
2349
$1K ﹤0.01%
40
2350
$1K ﹤0.01%
+21
92 93
94
95 96