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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
3301
$3K ﹤0.01%
46
-16
3302
$3K ﹤0.01%
500
3303
$3K ﹤0.01%
94
-46
3304
$3K ﹤0.01%
18
-42
3305
$3K ﹤0.01%
80
3306
$3K ﹤0.01%
146
-125
3307
$3K ﹤0.01%
41
-100
3308
$3K ﹤0.01%
145
3309
$3K ﹤0.01%
88
-69
3310
$3K ﹤0.01%
+49
3311
$3K ﹤0.01%
+123
3312
$3K ﹤0.01%
64
-3
3313
$3K ﹤0.01%
100
3314
$3K ﹤0.01%
84
-345
3315
$3K ﹤0.01%
58
3316
$3K ﹤0.01%
+334
3317
$3K ﹤0.01%
+431
3318
$3K ﹤0.01%
161
-1,029
3319
$3K ﹤0.01%
100
3320
$3K ﹤0.01%
106
-105
3321
$3K ﹤0.01%
100
-477
3322
$3K ﹤0.01%
47
-202
3323
$3K ﹤0.01%
879
-876
3324
$3K ﹤0.01%
60
3325
$3K ﹤0.01%
125
-1,875
131 132
133
134 135