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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
3001
$6K ﹤0.01%
+1,900
3002
$6K ﹤0.01%
275
-204
3003
$6K ﹤0.01%
271
3004
$6K ﹤0.01%
200
3005
$6K ﹤0.01%
207
+76
3006
$6K ﹤0.01%
53
-63
3007
$6K ﹤0.01%
500
3008
$6K ﹤0.01%
170
+120
3009
$6K ﹤0.01%
300
3010
$6K ﹤0.01%
144
3011
$6K ﹤0.01%
+256
3012
$6K ﹤0.01%
+300
3013
$6K ﹤0.01%
1,100
3014
$6K ﹤0.01%
696
3015
$6K ﹤0.01%
160
3016
$6K ﹤0.01%
672
-99
3017
$6K ﹤0.01%
765
-3,000
3018
$6K ﹤0.01%
413
+152
3019
$6K ﹤0.01%
500
3020
$6K ﹤0.01%
+1,114
3021
$6K ﹤0.01%
167
+87
3022
$6K ﹤0.01%
54
+48
3023
$6K ﹤0.01%
100
3024
$6K ﹤0.01%
200
3025
$6K ﹤0.01%
98
-2
119 120
121
122 123