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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
3676
$1K ﹤0.01%
10
-10
3677
$1K ﹤0.01%
68
3678
$1K ﹤0.01%
1
3679
$1K ﹤0.01%
+20
3680
$1K ﹤0.01%
12
-121
3681
$1K ﹤0.01%
63
3682
$1K ﹤0.01%
100
3683
$1K ﹤0.01%
90
-584
3684
$1K ﹤0.01%
72
-597
3685
$1K ﹤0.01%
62
3686
$1K ﹤0.01%
116
3687
$1K ﹤0.01%
18
3688
$1K ﹤0.01%
26
3689
$1K ﹤0.01%
16
-158
3690
$1K ﹤0.01%
40
3691
$1K ﹤0.01%
80
-5,908
3692
$1K ﹤0.01%
255
3693
$1K ﹤0.01%
89
3694
$1K ﹤0.01%
800
3695
$1K ﹤0.01%
50
-957
3696
$1K ﹤0.01%
21
-132
3697
$1K ﹤0.01%
1,640
3698
$1K ﹤0.01%
34
-93
3699
$1K ﹤0.01%
+500
3700
$1K ﹤0.01%
180
146 147
148
149 150