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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
2551
$14K ﹤0.01%
335
-1,671
2552
$14K ﹤0.01%
220
-150
2553
$14K ﹤0.01%
2,103
-525
2554
$14K ﹤0.01%
530
-253
2555
$14K ﹤0.01%
2,348
+1,348
2556
$14K ﹤0.01%
+3,000
2557
$14K ﹤0.01%
1,065
2558
$14K ﹤0.01%
145
+13
2559
$14K ﹤0.01%
268
2560
$14K ﹤0.01%
246
-183
2561
$14K ﹤0.01%
83
2562
$14K ﹤0.01%
118
-84
2563
– –
0
2564
$14K ﹤0.01%
2,068
-63
2565
$14K ﹤0.01%
689
-22
2566
$14K ﹤0.01%
275
2567
$14K ﹤0.01%
1,150
+1,100
2568
$14K ﹤0.01%
615
-917
2569
$14K ﹤0.01%
414
-124
2570
$14K ﹤0.01%
884
+9
2571
$14K ﹤0.01%
355
+305
2572
$14K ﹤0.01%
539
-1,465
2573
$14K ﹤0.01%
200
-1
2574
$14K ﹤0.01%
858
2575
$14K ﹤0.01%
1,135
-92
101 102
103
104 105