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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
3226
$4K ﹤0.01%
100
-64
3227
$4K ﹤0.01%
27
3228
$4K ﹤0.01%
255
-157
3229
$4K ﹤0.01%
700
3230
$4K ﹤0.01%
534
+500
3231
$4K ﹤0.01%
+500
3232
$4K ﹤0.01%
+60
3233
$4K ﹤0.01%
370
+300
3234
$4K ﹤0.01%
45
3235
$4K ﹤0.01%
300
+265
3236
$4K ﹤0.01%
182
+1
3237
$4K ﹤0.01%
1,000
3238
$4K ﹤0.01%
120
3239
$4K ﹤0.01%
240
+1
3240
$4K ﹤0.01%
143
3241
$4K ﹤0.01%
88
-17
3242
$4K ﹤0.01%
110
-51
3243
$4K ﹤0.01%
86
3244
$4K ﹤0.01%
219
-37
3245
$4K ﹤0.01%
1,700
+1,200
3246
$4K ﹤0.01%
6,700
3247
$4K ﹤0.01%
+157
3248
$4K ﹤0.01%
+200
3249
$4K ﹤0.01%
108
+15
3250
$4K ﹤0.01%
172
128 129
130
131 132