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
2501
$1K ﹤0.01%
26
2502
$1K ﹤0.01%
19
-34,170
2503
$1K ﹤0.01%
22
2504
$1K ﹤0.01%
50
-200
2505
$1K ﹤0.01%
20
+3
2506
$1K ﹤0.01%
70
2507
$1K ﹤0.01%
50
2508
$1K ﹤0.01%
20
2509
$1K ﹤0.01%
+50
2510
$1K ﹤0.01%
15
2511
$1K ﹤0.01%
56
2512
$1K ﹤0.01%
14
2513
$1K ﹤0.01%
127
2514
$1K ﹤0.01%
40
2515
$1K ﹤0.01%
100
2516
$1K ﹤0.01%
+52
2517
$1K ﹤0.01%
40
2518
$1K ﹤0.01%
15
-250
2519
$1K ﹤0.01%
10
2520
$1K ﹤0.01%
15
2521
$1K ﹤0.01%
15
2522
$1K ﹤0.01%
30
2523
$1K ﹤0.01%
22
2524
$1K ﹤0.01%
13
-23
2525
$1K ﹤0.01%
22
+8
99 100
101
102 103