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
$829M
AUM Growth
+$81.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,899
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.75M
3
+$4.25M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.92M
5
AAPL icon
Apple
AAPL
+$2.96M

Top Sells

1
+$3.79M
2
+$1.8M
3
+$1.47M
4
DWAS icon
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
+$1.46M
5
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$1.44M

Sector Composition

1 Technology 6.48%
2 Energy 5.58%
3 Healthcare 5.2%
4 Financials 4.84%
5 Industrials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1K ﹤0.01%
40
2477
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2478
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35
2479
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44
2480
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160
2481
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10
2482
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35
-120
2483
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2484
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13
2485
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54
2486
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+101
2487
$1K ﹤0.01%
10
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2488
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+60
2489
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22
2490
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150
2491
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+20
2492
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8
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2494
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2495
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193
+156
2496
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+16
2497
$1K ﹤0.01%
21
2498
$1K ﹤0.01%
6
-2
2499
$1K ﹤0.01%
23
2500
$1K ﹤0.01%
+18
98 99
100
101 102