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
3726
$1K ﹤0.01%
61
3727
$1K ﹤0.01%
9
3728
$1K ﹤0.01%
36
3729
$1K ﹤0.01%
18
3730
$1K ﹤0.01%
2
3731
$1K ﹤0.01%
21
3732
$1K ﹤0.01%
48
-12
3733
$1K ﹤0.01%
75
3734
$1K ﹤0.01%
60
3735
$1K ﹤0.01%
+100
3736
$1K ﹤0.01%
+47
3737
$1K ﹤0.01%
34
-35
3738
$1K ﹤0.01%
30
3739
$1K ﹤0.01%
120
3740
$1K ﹤0.01%
110
3741
$1K ﹤0.01%
54
3742
$1K ﹤0.01%
43
3743
$1K ﹤0.01%
100
3744
$1K ﹤0.01%
10
3745
$1K ﹤0.01%
146
3746
$1K ﹤0.01%
+11
3747
$1K ﹤0.01%
150
-16
3748
$1K ﹤0.01%
20
-254
3749
$1K ﹤0.01%
27
-1
3750
$1K ﹤0.01%
100
148 149
150
151 152