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
876
$85K 0.01%
541
-250
877
$85K 0.01%
2,871
+64
878
$84K 0.01%
1,966
+184
879
$84K 0.01%
6,721
+98
880
$84K 0.01%
963
+381
881
$84K 0.01%
1,649
-66
882
$84K 0.01%
3,016
-561
883
$83K 0.01%
1,962
+726
884
$83K 0.01%
3,838
+36
885
$83K 0.01%
2,993
-320
886
$83K 0.01%
301
+189
887
$83K 0.01%
5,108
-88
888
$82K 0.01%
2,947
+2,183
889
$82K 0.01%
1,843
+55
890
$82K 0.01%
849
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891
$81K 0.01%
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$81K 0.01%
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893
$81K 0.01%
2,235
+1,235
894
$81K 0.01%
1,642
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895
$80K 0.01%
1,228
+995
896
$80K 0.01%
877
-29
897
$79K 0.01%
1,915
+195
898
$79K 0.01%
1,179
+969
899
$79K 0.01%
1,542
-148
900
$78K 0.01%
1,613
+951
34 35
36
37 38