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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
3126
$5K ﹤0.01%
142
-127
3127
$5K ﹤0.01%
+105
3128
$5K ﹤0.01%
1
3129
$5K ﹤0.01%
406
-48
3130
$5K ﹤0.01%
126
3131
$5K ﹤0.01%
17
-15
3132
$5K ﹤0.01%
137
+1
3133
$5K ﹤0.01%
2,495
3134
$5K ﹤0.01%
100
3135
$5K ﹤0.01%
212
3136
$5K ﹤0.01%
400
+300
3137
$5K ﹤0.01%
320
3138
$5K ﹤0.01%
85
-143
3139
$5K ﹤0.01%
113
3140
$5K ﹤0.01%
121
-75
3141
$5K ﹤0.01%
200
3142
$5K ﹤0.01%
252
3143
$5K ﹤0.01%
101
-2,537
3144
$5K ﹤0.01%
229
3145
$5K ﹤0.01%
459
3146
$5K ﹤0.01%
200
+100
3147
$5K ﹤0.01%
135
-4
3148
$5K ﹤0.01%
250
-200
3149
$5K ﹤0.01%
505
3150
$5K ﹤0.01%
73
124 125
126
127 128