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
1076
$52K 0.01%
2,192
-208
1077
$52K 0.01%
2,112
+1,900
1078
$52K 0.01%
2,550
+430
1079
$51K 0.01%
1,186
+385
1080
$51K 0.01%
1,845
-318
1081
$51K 0.01%
1,790
1082
$51K 0.01%
14,020
-3,500
1083
$51K 0.01%
778
+502
1084
$50K 0.01%
858
+107
1085
$50K 0.01%
819
-969
1086
$50K 0.01%
752
+4
1087
$50K 0.01%
736
+700
1088
$50K 0.01%
1,986
+414
1089
$50K 0.01%
410
+30
1090
$50K 0.01%
4,075
+405
1091
$50K 0.01%
635
+68
1092
$50K 0.01%
+5,312
1093
$50K 0.01%
3,129
+200
1094
$50K 0.01%
6,334
-65
1095
$49K 0.01%
1,871
+14
1096
$49K 0.01%
1,096
-350
1097
$49K 0.01%
566
1098
$49K 0.01%
1,967
+15
1099
$49K 0.01%
3,685
-900
1100
$48K 0.01%
488
-16
42 43
44
45 46