MFS

MSI Financial Services Portfolio holdings

AUM $3.07B
1-Year Est. Return 10.22%
This Quarter Est. Return
1 Year Est. Return
+10.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$829M
AUM Growth
+$81.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,899
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.75M
3
+$4.25M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.92M
5
AAPL icon
Apple
AAPL
+$2.96M

Top Sells

1
+$3.79M
2
+$1.8M
3
+$1.47M
4
DWAS icon
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
+$1.46M
5
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$1.44M

Sector Composition

1 Technology 6.48%
2 Energy 5.58%
3 Healthcare 5.2%
4 Financials 4.84%
5 Industrials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$349K 0.04%
3,720
-665
427
$348K 0.04%
1,754
-23
428
$348K 0.04%
7,652
+716
429
$347K 0.04%
47,763
+514
430
$346K 0.04%
5,966
-118
431
$343K 0.04%
2,345
+63
432
$343K 0.04%
2,636
+5
433
$340K 0.04%
17,048
+193
434
$338K 0.04%
7,285
-433
435
$338K 0.04%
6,113
+408
436
$338K 0.04%
2,875
+64
437
$338K 0.04%
25,881
-2,423
438
$337K 0.04%
7,092
+606
439
$336K 0.04%
30,528
+1,382
440
$336K 0.04%
1,949
+286
441
$334K 0.04%
5,001
+617
442
$331K 0.04%
4,639
+1,661
443
$331K 0.04%
3,262
-2,635
444
$331K 0.04%
38,029
+2,142
445
$329K 0.04%
24,283
-1,356
446
$326K 0.04%
7,684
+1,526
447
$324K 0.04%
3,764
+311
448
$321K 0.04%
5,430
-1,699
449
$321K 0.04%
5,545
-2,093
450
$320K 0.04%
5,955
+3,140
16 17
18
19 20