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
1201
$38K ﹤0.01%
4,387
+2,260
1202
$38K ﹤0.01%
1,358
+6
1203
$38K ﹤0.01%
1,425
+865
1204
$38K ﹤0.01%
928
+178
1205
$38K ﹤0.01%
2,175
+535
1206
$38K ﹤0.01%
2,815
1207
$37K ﹤0.01%
817
-347
1208
$37K ﹤0.01%
865
1209
$37K ﹤0.01%
1,786
1210
$37K ﹤0.01%
357
+94
1211
$37K ﹤0.01%
750
+80
1212
$37K ﹤0.01%
1,527
+1,083
1213
$37K ﹤0.01%
+1,289
1214
$37K ﹤0.01%
1,920
1215
$37K ﹤0.01%
1,449
-71
1216
$37K ﹤0.01%
15,108
-1,775
1217
$36K ﹤0.01%
+77
1218
$36K ﹤0.01%
372
-535
1219
$36K ﹤0.01%
788
-1,451
1220
$36K ﹤0.01%
1,138
+61
1221
$36K ﹤0.01%
1,400
-9,483
1222
$36K ﹤0.01%
693
+1
1223
$36K ﹤0.01%
543
-794
1224
$36K ﹤0.01%
5,948
+3,112
1225
$36K ﹤0.01%
810
-1,437
47 48
49
50 51