We are live on ! Find out more
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
3076
$5K ﹤0.01%
186
-139
3077
$5K ﹤0.01%
350
-535
3078
$5K ﹤0.01%
305
-4,854
3079
$5K ﹤0.01%
505
+23
3080
$5K ﹤0.01%
597
+4
3081
$5K ﹤0.01%
159
+67
3082
$5K ﹤0.01%
341
-235
3083
$5K ﹤0.01%
+350
3084
$5K ﹤0.01%
300
3085
$5K ﹤0.01%
80
3086
$5K ﹤0.01%
136
-175
3087
$5K ﹤0.01%
300
3088
$5K ﹤0.01%
84
+42
3089
$5K ﹤0.01%
37
-42
3090
$5K ﹤0.01%
450
3091
$5K ﹤0.01%
171
3092
$5K ﹤0.01%
341
+109
3093
$5K ﹤0.01%
308
-199
3094
$5K ﹤0.01%
89
-871
3095
$5K ﹤0.01%
+1,000
3096
$5K ﹤0.01%
+200
3097
$5K ﹤0.01%
250
3098
$5K ﹤0.01%
+87
3099
$5K ﹤0.01%
280
3100
$5K ﹤0.01%
175
122 123
124
125 126