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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
3776
$1K ﹤0.01%
12
-16
3777
$1K ﹤0.01%
6
3778
$1K ﹤0.01%
33
-9
3779
$1K ﹤0.01%
149
3780
$1K ﹤0.01%
25
3781
$1K ﹤0.01%
28
3782
$1K ﹤0.01%
100
3783
$1K ﹤0.01%
30
3784
$1K ﹤0.01%
18
-1
3785
$1K ﹤0.01%
78
3786
$1K ﹤0.01%
9
3787
$1K ﹤0.01%
250
-500
3788
$1K ﹤0.01%
80
3789
$1K ﹤0.01%
200
3790
$1K ﹤0.01%
5
3791
$1K ﹤0.01%
249
-314
3792
$1K ﹤0.01%
26
-61
3793
$1K ﹤0.01%
100
3794
$1K ﹤0.01%
73
3795
$1K ﹤0.01%
27
+26
3796
$1K ﹤0.01%
100
3797
– –
0
3798
$1K ﹤0.01%
80
3799
$1K ﹤0.01%
23
3800
$1K ﹤0.01%
100
150 151
152
153 154