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
2551
$1K ﹤0.01%
+20
2552
$1K ﹤0.01%
8
2553
$1K ﹤0.01%
77
2554
$1K ﹤0.01%
150
2555
$1K ﹤0.01%
193
+156
2556
$1K ﹤0.01%
+16
2557
$1K ﹤0.01%
21
2558
$1K ﹤0.01%
6
-2
2559
$1K ﹤0.01%
23
2560
$1K ﹤0.01%
+18
2561
$1K ﹤0.01%
26
2562
$1K ﹤0.01%
19
-34,170
2563
$1K ﹤0.01%
22
2564
$1K ﹤0.01%
50
-200
2565
$1K ﹤0.01%
20
+3
2566
$1K ﹤0.01%
70
2567
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50
2568
$1K ﹤0.01%
20
2569
$1K ﹤0.01%
+50
2570
$1K ﹤0.01%
15
2571
$1K ﹤0.01%
56
2572
$1K ﹤0.01%
14
2573
$1K ﹤0.01%
127
2574
$1K ﹤0.01%
40
2575
$1K ﹤0.01%
100
101 102
103
104 105