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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
3251
$4K ﹤0.01%
250
3252
$4K ﹤0.01%
244
+3
3253
$4K ﹤0.01%
255
3254
$4K ﹤0.01%
268
3255
$4K ﹤0.01%
+250
3256
$4K ﹤0.01%
1,861
+23
3257
$4K ﹤0.01%
300
3258
$4K ﹤0.01%
86
-21
3259
$4K ﹤0.01%
200
-225
3260
$4K ﹤0.01%
106
+26
3261
$4K ﹤0.01%
+100
3262
$4K ﹤0.01%
361
+11
3263
$4K ﹤0.01%
200
3264
$4K ﹤0.01%
248
-335
3265
$4K ﹤0.01%
332
3266
$4K ﹤0.01%
401
+119
3267
$4K ﹤0.01%
52
3268
$4K ﹤0.01%
148
-221
3269
$4K ﹤0.01%
85
3270
$4K ﹤0.01%
+1,000
3271
$4K ﹤0.01%
1,450
3272
$4K ﹤0.01%
218
3273
$3K ﹤0.01%
38
-66
3274
$3K ﹤0.01%
688
-2,539
3275
$3K ﹤0.01%
75
129 130
131
132 133