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 6.47%
2 Energy 5.58%
3 Healthcare 5.2%
4 Financials 4.84%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$1K ﹤0.01%
11
2502
$1K ﹤0.01%
125
2503
$1K ﹤0.01%
35
-120
2504
$1K ﹤0.01%
28
2505
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26
2506
$1K ﹤0.01%
6
+1
2507
$1K ﹤0.01%
65
2508
$1K ﹤0.01%
15
2509
$1K ﹤0.01%
100
2510
$1K ﹤0.01%
15
2511
$1K ﹤0.01%
125
2512
$1K ﹤0.01%
60
2513
$1K ﹤0.01%
22
2514
$1K ﹤0.01%
47
2515
$1K ﹤0.01%
173
2516
$1K ﹤0.01%
11
2517
$1K ﹤0.01%
+26
2518
$1K ﹤0.01%
40
2519
$1K ﹤0.01%
75
2520
$1K ﹤0.01%
90
2521
$1K ﹤0.01%
95
2522
$1K ﹤0.01%
40
2523
$1K ﹤0.01%
106
2524
$1K ﹤0.01%
61
2525
$1K ﹤0.01%
20
99 100
101
102 103