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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
3176
$4K ﹤0.01%
384
3177
$4K ﹤0.01%
643
-4,354
3178
$4K ﹤0.01%
+200
3179
$4K ﹤0.01%
300
3180
$4K ﹤0.01%
262
-507
3181
$4K ﹤0.01%
758
-368
3182
$4K ﹤0.01%
232
+182
3183
$4K ﹤0.01%
68
+54
3184
$4K ﹤0.01%
120
3185
$4K ﹤0.01%
182
-125
3186
$4K ﹤0.01%
152
+40
3187
$4K ﹤0.01%
445
3188
$4K ﹤0.01%
15
3189
$4K ﹤0.01%
100
3190
$4K ﹤0.01%
174
3191
$4K ﹤0.01%
325
-229
3192
$4K ﹤0.01%
400
3193
$4K ﹤0.01%
190
3194
$4K ﹤0.01%
124
3195
$4K ﹤0.01%
86
3196
$4K ﹤0.01%
+300
3197
$4K ﹤0.01%
68
+1
3198
$4K ﹤0.01%
205
-155
3199
$4K ﹤0.01%
290
+156
3200
$4K ﹤0.01%
110
126 127
128
129 130