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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
$2.79B
AUM Growth
+$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,368
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$20.7M
3
+$20.5M
4
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$19.3M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$15.8M

Top Sells

1
+$42.9M
2
+$8.14M
3
+$3.78M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$3.49M
5
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.38M

Sector Composition

1 Consumer Staples 4.6%
2 Healthcare 4.31%
3 Technology 4.28%
4 Communication Services 3.92%
5 Industrials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$16K ﹤0.01%
460
2477
$16K ﹤0.01%
598
+2
2478
$16K ﹤0.01%
110
-151
2479
$16K ﹤0.01%
850
2480
$16K ﹤0.01%
224
-212
2481
$16K ﹤0.01%
+3,006
2482
$16K ﹤0.01%
449
-172
2483
$16K ﹤0.01%
140
-45
2484
$16K ﹤0.01%
603
+2
2485
$16K ﹤0.01%
+309
2486
$16K ﹤0.01%
420
2487
$16K ﹤0.01%
295
+1
2488
$15K ﹤0.01%
929
2489
$15K ﹤0.01%
188
-55
2490
$15K ﹤0.01%
279
-1,619
2491
$15K ﹤0.01%
1,120
-103
2492
$15K ﹤0.01%
618
+300
2493
$15K ﹤0.01%
988
2494
$15K ﹤0.01%
305
-71
2495
$15K ﹤0.01%
295
-479
2496
$15K ﹤0.01%
140
-1
2497
$15K ﹤0.01%
570
2498
$15K ﹤0.01%
1,251
+767
2499
$15K ﹤0.01%
550
2500
$15K ﹤0.01%
159
-11
98 99
100
101 102