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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
2926
$7K ﹤0.01%
225
-187
2927
$7K ﹤0.01%
256
+31
2928
$7K ﹤0.01%
+300
2929
$7K ﹤0.01%
461
-142
2930
$7K ﹤0.01%
300
2931
$7K ﹤0.01%
230
-194
2932
$7K ﹤0.01%
141
2933
$7K ﹤0.01%
1,410
+1,060
2934
$7K ﹤0.01%
198
+70
2935
$7K ﹤0.01%
96
2936
$7K ﹤0.01%
500
2937
$7K ﹤0.01%
97
-74
2938
$7K ﹤0.01%
122
2939
$7K ﹤0.01%
+199
2940
$7K ﹤0.01%
143
+75
2941
$7K ﹤0.01%
500
+100
2942
$7K ﹤0.01%
668
+316
2943
$7K ﹤0.01%
524
-300
2944
$7K ﹤0.01%
124
-2
2945
$7K ﹤0.01%
200
2946
$7K ﹤0.01%
650
-2
2947
$7K ﹤0.01%
300
-1,069
2948
$7K ﹤0.01%
664
2949
$7K ﹤0.01%
750
2950
$7K ﹤0.01%
504
-344
116 117
118
119 120