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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
2751
$10K ﹤0.01%
276
-148
2752
$10K ﹤0.01%
500
2753
$10K ﹤0.01%
350
2754
$10K ﹤0.01%
332
-600
2755
$10K ﹤0.01%
1,100
-665
2756
$10K ﹤0.01%
339
2757
$10K ﹤0.01%
700
+685
2758
$10K ﹤0.01%
377
+300
2759
$10K ﹤0.01%
520
2760
$10K ﹤0.01%
329
-717
2761
$10K ﹤0.01%
20
+2
2762
$10K ﹤0.01%
930
2763
$10K ﹤0.01%
109
2764
$10K ﹤0.01%
189
-18
2765
$10K ﹤0.01%
170
2766
$10K ﹤0.01%
150
2767
$10K ﹤0.01%
+1,800
2768
$10K ﹤0.01%
621
+580
2769
$10K ﹤0.01%
562
+22
2770
$10K ﹤0.01%
862
+258
2771
$10K ﹤0.01%
298
2772
$10K ﹤0.01%
2,239
+193
2773
$10K ﹤0.01%
186
-16
2774
$10K ﹤0.01%
450
2775
$10K ﹤0.01%
132
+63
109 110
111
112 113