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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
3451
$2K ﹤0.01%
100
3452
$2K ﹤0.01%
38
3453
$2K ﹤0.01%
145
-101
3454
$2K ﹤0.01%
928
3455
$2K ﹤0.01%
300
3456
$2K ﹤0.01%
31
+15
3457
$2K ﹤0.01%
34
-13
3458
$2K ﹤0.01%
72
3459
$2K ﹤0.01%
250
3460
$2K ﹤0.01%
+55
3461
$2K ﹤0.01%
3
3462
$2K ﹤0.01%
1,157
-340
3463
$2K ﹤0.01%
725
+90
3464
$2K ﹤0.01%
200
3465
$2K ﹤0.01%
150
+2
3466
$2K ﹤0.01%
240
3467
$2K ﹤0.01%
+76
3468
$2K ﹤0.01%
9
3469
$2K ﹤0.01%
285
+185
3470
$2K ﹤0.01%
114
3471
$2K ﹤0.01%
236
3472
$2K ﹤0.01%
20
3473
$2K ﹤0.01%
+312
3474
$2K ﹤0.01%
75
3475
$2K ﹤0.01%
+250
137 138
139
140 141