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
1151
$42K 0.01%
1,096
+216
1152
$42K 0.01%
1,858
-35
1153
$42K 0.01%
866
+540
1154
$42K 0.01%
800
-20
1155
$42K 0.01%
503
+5
1156
$41K ﹤0.01%
1,740
1157
$41K ﹤0.01%
1,086
+83
1158
$41K ﹤0.01%
668
+118
1159
$41K ﹤0.01%
1,428
+330
1160
$41K ﹤0.01%
940
+14
1161
$41K ﹤0.01%
1,635
+100
1162
$41K ﹤0.01%
907
1163
$41K ﹤0.01%
1,237
-55
1164
$41K ﹤0.01%
1,065
+703
1165
$41K ﹤0.01%
905
+10
1166
$41K ﹤0.01%
1,774
+1,161
1167
$41K ﹤0.01%
752
1168
$40K ﹤0.01%
872
+259
1169
$40K ﹤0.01%
795
+675
1170
$40K ﹤0.01%
548
+207
1171
$40K ﹤0.01%
850
1172
$40K ﹤0.01%
2,669
1173
$40K ﹤0.01%
3,050
1174
$40K ﹤0.01%
582
-18
1175
$40K ﹤0.01%
765
-290
45 46
47
48 49