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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
2651
$12K ﹤0.01%
1,658
2652
$12K ﹤0.01%
127
2653
$12K ﹤0.01%
130
2654
$12K ﹤0.01%
233
2655
$12K ﹤0.01%
1,863
2656
$12K ﹤0.01%
670
2657
$12K ﹤0.01%
350
-1,175
2658
$12K ﹤0.01%
226
+70
2659
$12K ﹤0.01%
449
2660
$12K ﹤0.01%
525
2661
$12K ﹤0.01%
225
2662
$12K ﹤0.01%
284
-53
2663
$12K ﹤0.01%
+796
2664
$12K ﹤0.01%
1,227
2665
$12K ﹤0.01%
843
+81
2666
$12K ﹤0.01%
565
2667
$12K ﹤0.01%
319
-106
2668
$12K ﹤0.01%
210
+175
2669
$12K ﹤0.01%
258
-58
2670
$12K ﹤0.01%
+675
2671
$12K ﹤0.01%
736
-1,475
2672
$12K ﹤0.01%
406
2673
$12K ﹤0.01%
3,919
+1,355
2674
$12K ﹤0.01%
+100
2675
$12K ﹤0.01%
466
+397
105 106
107
108 109