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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
3601
– –
0
3602
$1K ﹤0.01%
47
3603
$1K ﹤0.01%
26
-24
3604
$1K ﹤0.01%
200
3605
$1K ﹤0.01%
+289
3606
$1K ﹤0.01%
100
3607
$1K ﹤0.01%
42
3608
$1K ﹤0.01%
81
3609
$1K ﹤0.01%
3
-3
3610
$1K ﹤0.01%
13
3611
$1K ﹤0.01%
51
3612
$1K ﹤0.01%
76
-65
3613
$1K ﹤0.01%
15
-51
3614
$1K ﹤0.01%
63
3615
$1K ﹤0.01%
15
-36
3616
$1K ﹤0.01%
100
3617
$1K ﹤0.01%
5
-3,394
3618
$1K ﹤0.01%
13
3619
$1K ﹤0.01%
20
3620
$1K ﹤0.01%
9
3621
$1K ﹤0.01%
15
-100
3622
$1K ﹤0.01%
200
3623
$1K ﹤0.01%
107
-4
3624
$1K ﹤0.01%
81
-9
3625
$1K ﹤0.01%
63
-65
143 144
145
146 147