We are live on ! Find out more
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
3551
$2K ﹤0.01%
96
3552
$2K ﹤0.01%
241
-249
3553
$2K ﹤0.01%
200
3554
$2K ﹤0.01%
123
3555
$2K ﹤0.01%
18
3556
$2K ﹤0.01%
90
-1,830
3557
$2K ﹤0.01%
7
3558
$2K ﹤0.01%
215
3559
$2K ﹤0.01%
202
3560
$2K ﹤0.01%
+17
3561
$2K ﹤0.01%
220
3562
$2K ﹤0.01%
+84
3563
$2K ﹤0.01%
100
3564
$2K ﹤0.01%
90
3565
$2K ﹤0.01%
+81
3566
$2K ﹤0.01%
45
3567
$2K ﹤0.01%
1,000
3568
$2K ﹤0.01%
250
3569
$2K ﹤0.01%
107
3570
$2K ﹤0.01%
277
3571
$2K ﹤0.01%
67
3572
$2K ﹤0.01%
14
-47
3573
$2K ﹤0.01%
69
-6
3574
$2K ﹤0.01%
142
3575
$2K ﹤0.01%
38
141 142
143
144 145