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
901
$78K 0.01%
4,392
+1,267
902
$78K 0.01%
892
+115
903
$78K 0.01%
1,704
-293
904
$77K 0.01%
1,679
+17
905
$77K 0.01%
819
+165
906
$77K 0.01%
1,279
+340
907
$77K 0.01%
1,417
+142
908
$77K 0.01%
3,253
+3,000
909
$77K 0.01%
979
+3
910
$77K 0.01%
9,200
+2,200
911
$76K 0.01%
24,570
-578
912
$76K 0.01%
720
-170
913
$76K 0.01%
7,488
914
$75K 0.01%
608
-34
915
$75K 0.01%
3,050
+450
916
$75K 0.01%
5,362
917
$75K 0.01%
1,986
+211
918
$75K 0.01%
915
+65
919
$75K 0.01%
6,183
+287
920
$74K 0.01%
2,000
-55
921
$74K 0.01%
953
-452
922
$74K 0.01%
3,612
-100
923
$74K 0.01%
2,027
+22
924
$74K 0.01%
3,208
+1,522
925
$74K 0.01%
1,143
-604
35 36
37
38 39