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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
3351
$3K ﹤0.01%
140
-110
3352
$3K ﹤0.01%
100
3353
$3K ﹤0.01%
71
3354
$3K ﹤0.01%
68
3355
$3K ﹤0.01%
161
-66
3356
$3K ﹤0.01%
1,622
3357
$3K ﹤0.01%
366
3358
$3K ﹤0.01%
289
-88
3359
$3K ﹤0.01%
175
3360
$3K ﹤0.01%
122
+55
3361
$3K ﹤0.01%
40
3362
$3K ﹤0.01%
500
3363
$3K ﹤0.01%
455
3364
$3K ﹤0.01%
107
-164
3365
$3K ﹤0.01%
+400
3366
$3K ﹤0.01%
223
-184
3367
$3K ﹤0.01%
200
3368
$3K ﹤0.01%
100
3369
$3K ﹤0.01%
100
-50
3370
$3K ﹤0.01%
200
3371
$3K ﹤0.01%
510
3372
$3K ﹤0.01%
77
-138
3373
$3K ﹤0.01%
360
+105
3374
$3K ﹤0.01%
211
+1
3375
$3K ﹤0.01%
86
133 134
135
136 137