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
626
$174K 0.02%
3,363
+464
627
$173K 0.02%
1,698
+357
628
$173K 0.02%
971
+30
629
$170K 0.02%
8,000
630
$170K 0.02%
9,026
631
$169K 0.02%
4,352
+428
632
$169K 0.02%
4,040
-75
633
$169K 0.02%
5,607
+250
634
$169K 0.02%
1,391
635
$168K 0.02%
2,295
-275
636
$168K 0.02%
5,844
+1,948
637
$168K 0.02%
3,986
+3,000
638
$167K 0.02%
1,402
-25
639
$167K 0.02%
+5,588
640
$167K 0.02%
3,164
-228
641
$166K 0.02%
3,275
+735
642
$166K 0.02%
6,750
-342
643
$165K 0.02%
6,288
+407
644
$165K 0.02%
4,240
+415
645
$164K 0.02%
3,835
-11,937
646
$164K 0.02%
1,405
+165
647
$164K 0.02%
3,890
648
$163K 0.02%
2,924
+1,042
649
$163K 0.02%
15,200
+5,500
650
$163K 0.02%
20,754
+2,388
24 25
26
27 28