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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
3801
$1K ﹤0.01%
22
3802
$1K ﹤0.01%
100
3803
$1K ﹤0.01%
15
-335
3804
$1K ﹤0.01%
41
3805
$1K ﹤0.01%
19
3806
$1K ﹤0.01%
43
-71
3807
$1K ﹤0.01%
53
-595
3808
$1K ﹤0.01%
+1
3809
$1K ﹤0.01%
34
3810
$1K ﹤0.01%
3
3811
$1K ﹤0.01%
+30
3812
$1K ﹤0.01%
14
3813
$1K ﹤0.01%
90
3814
$1K ﹤0.01%
13
3815
$1K ﹤0.01%
24
-3,844
3816
$1K ﹤0.01%
300
-200
3817
$1K ﹤0.01%
60
3818
$1K ﹤0.01%
10
3819
$1K ﹤0.01%
34
3820
$1K ﹤0.01%
80
-199
3821
$1K ﹤0.01%
95
3822
$1K ﹤0.01%
50
3823
$1K ﹤0.01%
50
3824
$1K ﹤0.01%
20
3825
– –
0
151 152
153
154 155