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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
3401
$3K ﹤0.01%
89
-162
3402
$3K ﹤0.01%
3,000
3403
$3K ﹤0.01%
+200
3404
$3K ﹤0.01%
10
3405
$3K ﹤0.01%
115
3406
$3K ﹤0.01%
313
3407
$3K ﹤0.01%
291
-100
3408
$3K ﹤0.01%
235
-895
3409
$3K ﹤0.01%
54
-143
3410
$3K ﹤0.01%
124
3411
$2K ﹤0.01%
281
3412
$2K ﹤0.01%
300
3413
$2K ﹤0.01%
119
3414
$2K ﹤0.01%
60
-49
3415
$2K ﹤0.01%
121
-4
3416
$2K ﹤0.01%
101
3417
$2K ﹤0.01%
40
3418
$2K ﹤0.01%
+248
3419
$2K ﹤0.01%
112
-66
3420
$2K ﹤0.01%
300
3421
$2K ﹤0.01%
100
-1,300
3422
$2K ﹤0.01%
200
3423
$2K ﹤0.01%
+133
3424
$2K ﹤0.01%
44
3425
$2K ﹤0.01%
34
-21
135 136
137
138 139