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
2376
$1K ﹤0.01%
24
2377
$1K ﹤0.01%
7
-25
2378
$1K ﹤0.01%
65
2379
$1K ﹤0.01%
+71
2380
$1K ﹤0.01%
138
2381
$1K ﹤0.01%
11
2382
$1K ﹤0.01%
20
2383
$1K ﹤0.01%
40
2384
$1K ﹤0.01%
26
2385
$1K ﹤0.01%
22
2386
$1K ﹤0.01%
22
2387
$1K ﹤0.01%
57
2388
$1K ﹤0.01%
25
2389
$1K ﹤0.01%
64
2390
$1K ﹤0.01%
64
2391
$1K ﹤0.01%
18
-17
2392
$1K ﹤0.01%
62
2393
$1K ﹤0.01%
+75
2394
$1K ﹤0.01%
30
-84
2395
$1K ﹤0.01%
+17
2396
$1K ﹤0.01%
5
-4
2397
$1K ﹤0.01%
125
2398
$1K ﹤0.01%
141
-141
2399
$1K ﹤0.01%
14
-14
2400
$1K ﹤0.01%
10
-10
94 95
96
97 98