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
2576
$1K ﹤0.01%
+52
2577
$1K ﹤0.01%
40
2578
$1K ﹤0.01%
15
-250
2579
$1K ﹤0.01%
10
2580
$1K ﹤0.01%
15
2581
$1K ﹤0.01%
15
2582
$1K ﹤0.01%
30
2583
$1K ﹤0.01%
150
2584
$1K ﹤0.01%
100
2585
$1K ﹤0.01%
+29
2586
$1K ﹤0.01%
24
2587
$1K ﹤0.01%
5
2588
$1K ﹤0.01%
20
-1
2589
$1K ﹤0.01%
60
2590
$1K ﹤0.01%
110
2591
$1K ﹤0.01%
66
2592
$1K ﹤0.01%
40
2593
$1K ﹤0.01%
+300
2594
$1K ﹤0.01%
43
2595
$1K ﹤0.01%
7
2596
$1K ﹤0.01%
34
2597
$1K ﹤0.01%
74
2598
$1K ﹤0.01%
50
2599
$1K ﹤0.01%
97
2600
$1K ﹤0.01%
160
+25
102 103
104
105 106