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
826
$101K 0.01%
7,137
+924
827
$101K 0.01%
1,393
+177
828
$100K 0.01%
5,677
+483
829
$100K 0.01%
3,088
-1,144
830
$100K 0.01%
2,775
-106
831
$100K 0.01%
2,017
+526
832
$100K 0.01%
+8,000
833
$99K 0.01%
2,397
+727
834
$99K 0.01%
1,830
+187
835
$99K 0.01%
3,039
+971
836
$99K 0.01%
6,873
+393
837
$98K 0.01%
9,487
-1,600
838
$98K 0.01%
2,114
+900
839
$97K 0.01%
2,839
+2,772
840
$96K 0.01%
3,056
+2,997
841
$96K 0.01%
1,500
842
$95K 0.01%
5,905
+1,237
843
$95K 0.01%
900
-505
844
$95K 0.01%
6,240
845
$95K 0.01%
8,449
846
$95K 0.01%
1,601
-292
847
$95K 0.01%
4,216
+1,225
848
$94K 0.01%
6,939
-4,824
849
$94K 0.01%
1,780
850
$94K 0.01%
4,993
+617
32 33
34
35 36