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 6.47%
2 Energy 5.58%
3 Healthcare 5.2%
4 Financials 4.84%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$40K ﹤0.01%
582
-18
1177
$40K ﹤0.01%
765
-290
1178
$40K ﹤0.01%
1,371
-506
1179
$40K ﹤0.01%
1,460
-300
1180
$40K ﹤0.01%
330
+100
1181
$40K ﹤0.01%
1,100
-700
1182
$40K ﹤0.01%
547
+31
1183
$40K ﹤0.01%
654
+106
1184
$39K ﹤0.01%
+1,873
1185
$39K ﹤0.01%
2,400
-388
1186
$39K ﹤0.01%
2,120
-400
1187
$39K ﹤0.01%
250
1188
$39K ﹤0.01%
1,422
1189
$39K ﹤0.01%
3,280
1190
$39K ﹤0.01%
444
-20
1191
$39K ﹤0.01%
790
1192
$39K ﹤0.01%
209
-1,337
1193
$39K ﹤0.01%
912
-24
1194
$39K ﹤0.01%
+2,367
1195
$39K ﹤0.01%
1,101
+516
1196
$38K ﹤0.01%
2,100
1197
$38K ﹤0.01%
1,425
+865
1198
$38K ﹤0.01%
928
+178
1199
$38K ﹤0.01%
2,175
+535
1200
$38K ﹤0.01%
2,815
46 47
48
49 50