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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
3526
$2K ﹤0.01%
167
+4
3527
$2K ﹤0.01%
90
-128
3528
$2K ﹤0.01%
43
+23
3529
$2K ﹤0.01%
34
3530
$2K ﹤0.01%
118
-61
3531
$2K ﹤0.01%
236
-11
3532
$2K ﹤0.01%
88
-2,614
3533
$2K ﹤0.01%
129
3534
$2K ﹤0.01%
15
3535
$2K ﹤0.01%
100
3536
$2K ﹤0.01%
100
3537
$2K ﹤0.01%
+97
3538
$2K ﹤0.01%
7
3539
– –
0
3540
$2K ﹤0.01%
82
3541
$2K ﹤0.01%
30
3542
$2K ﹤0.01%
145
3543
$2K ﹤0.01%
+100
3544
$2K ﹤0.01%
75
3545
$2K ﹤0.01%
155
3546
$2K ﹤0.01%
217
-23
3547
$2K ﹤0.01%
+26
3548
$2K ﹤0.01%
+8
3549
$2K ﹤0.01%
120
3550
$2K ﹤0.01%
40
140 141
142
143 144