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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
3426
$2K ﹤0.01%
100
-124
3427
$2K ﹤0.01%
105
-4
3428
$2K ﹤0.01%
250
3429
$2K ﹤0.01%
256
-17
3430
$2K ﹤0.01%
200
-9,860
3431
$2K ﹤0.01%
103
-856
3432
$2K ﹤0.01%
37
3433
$2K ﹤0.01%
240
3434
$2K ﹤0.01%
189
+75
3435
$2K ﹤0.01%
85
3436
$2K ﹤0.01%
70
+1
3437
$2K ﹤0.01%
377
3438
$2K ﹤0.01%
455
3439
$2K ﹤0.01%
110
3440
$2K ﹤0.01%
45
3441
$2K ﹤0.01%
102
+100
3442
$2K ﹤0.01%
177
-254
3443
$2K ﹤0.01%
168
+16
3444
$2K ﹤0.01%
84
3445
$2K ﹤0.01%
100
3446
$2K ﹤0.01%
38
3447
$2K ﹤0.01%
52
3448
$2K ﹤0.01%
56
3449
$2K ﹤0.01%
180
-730
3450
$2K ﹤0.01%
39
136 137
138
139 140