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
1126
$45K 0.01%
1,500
1127
$45K 0.01%
3,076
1128
$45K 0.01%
867
-184
1129
$44K 0.01%
+1,401
1130
$44K 0.01%
424
+9
1131
$44K 0.01%
2,604
+630
1132
$44K 0.01%
2,050
-203
1133
$44K 0.01%
1,298
-105
1134
$44K 0.01%
1,251
+11
1135
$44K 0.01%
3,450
-7,176
1136
$44K 0.01%
1,505
1137
$44K 0.01%
878
+654
1138
$44K 0.01%
572
+3
1139
$43K 0.01%
360
+17
1140
$43K 0.01%
2,024
+526
1141
$43K 0.01%
993
-62
1142
$43K 0.01%
1,336
1143
$43K 0.01%
259
1144
$43K 0.01%
865
+90
1145
$43K 0.01%
600
-34
1146
$43K 0.01%
33
+1
1147
$43K 0.01%
4,750
1148
$42K 0.01%
956
+500
1149
$42K 0.01%
1,153
+178
1150
$42K 0.01%
2,586
-600
44 45
46
47 48