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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
3751
$1K ﹤0.01%
31
3752
$1K ﹤0.01%
21
3753
$1K ﹤0.01%
100
-2,898
3754
$1K ﹤0.01%
40
3755
$1K ﹤0.01%
18
3756
$1K ﹤0.01%
14
-30
3757
$1K ﹤0.01%
79
-544
3758
$1K ﹤0.01%
116
-118
3759
$1K ﹤0.01%
54
+34
3760
$1K ﹤0.01%
82
3761
$1K ﹤0.01%
11
-80
3762
$1K ﹤0.01%
101
-9
3763
$1K ﹤0.01%
52
3764
$1K ﹤0.01%
36
3765
$1K ﹤0.01%
74
3766
$1K ﹤0.01%
10
3767
$1K ﹤0.01%
28
3768
$1K ﹤0.01%
36
3769
$1K ﹤0.01%
100
3770
$1K ﹤0.01%
57
+36
3771
$1K ﹤0.01%
150
-234
3772
$1K ﹤0.01%
30
3773
$1K ﹤0.01%
142
-121
3774
$1K ﹤0.01%
71
3775
$1K ﹤0.01%
+7
149 150
151
152 153