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
2526
$1K ﹤0.01%
25
2527
$1K ﹤0.01%
100
2528
$1K ﹤0.01%
150
2529
$1K ﹤0.01%
50
2530
$1K ﹤0.01%
62
2531
$1K ﹤0.01%
58
+12
2532
$1K ﹤0.01%
45
2533
$1K ﹤0.01%
8
2534
$1K ﹤0.01%
100
2535
$1K ﹤0.01%
+29
2536
$1K ﹤0.01%
28
2537
$1K ﹤0.01%
26
2538
$1K ﹤0.01%
6
+1
2539
$1K ﹤0.01%
24
2540
$1K ﹤0.01%
65
2541
$1K ﹤0.01%
15
2542
$1K ﹤0.01%
22
2543
$1K ﹤0.01%
47
2544
$1K ﹤0.01%
168
2545
$1K ﹤0.01%
106
2546
$1K ﹤0.01%
16
2547
$1K ﹤0.01%
11
2548
$1K ﹤0.01%
61
2549
$1K ﹤0.01%
20
2550
$1K ﹤0.01%
8
100 101
102
103 104