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
776
$114K 0.01%
5,217
-89
777
$114K 0.01%
4,305
-120
778
$114K 0.01%
2,605
+148
779
$114K 0.01%
4,840
+194
780
$114K 0.01%
2,780
+900
781
$113K 0.01%
10,689
+5,000
782
$113K 0.01%
3,317
-19
783
$113K 0.01%
1,599
+688
784
$112K 0.01%
3,435
-5,556
785
$112K 0.01%
1,756
+453
786
$112K 0.01%
2,863
-104
787
$111K 0.01%
8,509
-3,341
788
$111K 0.01%
5,004
+4,824
789
$111K 0.01%
1,125
-3
790
$111K 0.01%
9,050
+150
791
$110K 0.01%
2,323
+33
792
$110K 0.01%
2,450
+625
793
$110K 0.01%
600
+219
794
$110K 0.01%
17,391
+6,916
795
$108K 0.01%
11,489
+3,817
796
$108K 0.01%
2,650
+1,285
797
$108K 0.01%
783
+206
798
$108K 0.01%
4,033
+616
799
$107K 0.01%
3,519
+992
800
$107K 0.01%
4,338
+4,213
30 31
32
33 34