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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
3501
$2K ﹤0.01%
170
3502
$2K ﹤0.01%
+176
3503
$2K ﹤0.01%
100
3504
$2K ﹤0.01%
100
3505
$2K ﹤0.01%
57
3506
$2K ﹤0.01%
78
3507
$2K ﹤0.01%
240
-176
3508
$2K ﹤0.01%
100
3509
$2K ﹤0.01%
67
3510
$2K ﹤0.01%
31
-70
3511
$2K ﹤0.01%
65
3512
$2K ﹤0.01%
74
3513
$2K ﹤0.01%
134
3514
$2K ﹤0.01%
84
3515
$2K ﹤0.01%
56
3516
$2K ﹤0.01%
430
3517
$2K ﹤0.01%
200
3518
$2K ﹤0.01%
35
3519
$2K ﹤0.01%
91
3520
$2K ﹤0.01%
+150
3521
$2K ﹤0.01%
83
3522
$2K ﹤0.01%
182
-50
3523
$2K ﹤0.01%
146
+115
3524
$2K ﹤0.01%
30
3525
$2K ﹤0.01%
128
+8
139 140
141
142 143