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
$922M
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,977
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$6.13M
3 +$4.82M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.48M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.27M

Top Sells

1 +$4.49M
2 +$3.93M
3 +$3.87M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$3.65M
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$3.55M

Sector Composition

1 Technology 6.64%
2 Healthcare 5.2%
3 Industrials 4.77%
4 Energy 4.28%
5 Financials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2951
-436
2952
$0 ﹤0.01%
23
2953
0
2954
$0 ﹤0.01%
+2
2955
-638
2956
$0 ﹤0.01%
2
2957
$0 ﹤0.01%
2
+1
2958
$0 ﹤0.01%
6