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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
2976
$7K ﹤0.01%
1,650
2977
$7K ﹤0.01%
510
-600
2978
$7K ﹤0.01%
375
2979
$7K ﹤0.01%
1,520
+20
2980
$7K ﹤0.01%
144
2981
$7K ﹤0.01%
150
+112
2982
$7K ﹤0.01%
69
2983
$7K ﹤0.01%
3,264
-5,280
2984
$7K ﹤0.01%
251
-136
2985
$7K ﹤0.01%
417
+161
2986
$7K ﹤0.01%
114
2987
$7K ﹤0.01%
+144
2988
$7K ﹤0.01%
588
2989
$6K ﹤0.01%
204
2990
$6K ﹤0.01%
168
-157
2991
$6K ﹤0.01%
105
2992
$6K ﹤0.01%
350
+10
2993
$6K ﹤0.01%
175
2994
$6K ﹤0.01%
40
-2
2995
$6K ﹤0.01%
12
2996
$6K ﹤0.01%
184
2997
$6K ﹤0.01%
800
2998
$6K ﹤0.01%
1,025
+675
2999
$6K ﹤0.01%
411
3000
$6K ﹤0.01%
115
118 119
120
121 122