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
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
76
$2.47M 0.3%
26,099
+2,902
77
$2.44M 0.29%
66,887
+3,276
78
$2.44M 0.29%
57,887
-20,120
79
$2.42M 0.29%
60,768
+1,041
80
$2.41M 0.29%
62,974
+1,726
81
$2.4M 0.29%
85,525
+17,445
82
$2.38M 0.29%
28,260
+3,846
83
$2.36M 0.28%
13,061
+1,564
84
$2.33M 0.28%
21,095
+6,523
85
$2.33M 0.28%
38,641
+4,482
86
$2.32M 0.28%
48,484
+4,557
87
$2.29M 0.28%
24,900
+4,233
88
$2.25M 0.27%
89,426
+12,512
89
$2.25M 0.27%
69,267
+6,063
90
$2.24M 0.27%
45,125
+16,998
91
$2.21M 0.27%
39,085
+7,805
92
$2.2M 0.27%
43,059
+12,975
93
$2.2M 0.26%
48,693
+500
94
$2.17M 0.26%
79,460
+16,375
95
$2.16M 0.26%
137,049
+2,504
96
$2.13M 0.26%
81,690
+945
97
$2.12M 0.26%
23,406
+1,427
98
$2.12M 0.26%
26,457
-4,264
99
$2.08M 0.25%
52,618
-529
100
$2.08M 0.25%
32,451
+471
2 3
4
5 6