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
1226
$36K ﹤0.01%
2,795
1227
$36K ﹤0.01%
469
1228
$36K ﹤0.01%
1,000
1229
$36K ﹤0.01%
471
1230
$35K ﹤0.01%
1,050
1231
$35K ﹤0.01%
13,945
+10,753
1232
$35K ﹤0.01%
3,725
1233
$35K ﹤0.01%
513
-611
1234
$35K ﹤0.01%
1,830
-13,055
1235
$35K ﹤0.01%
177
+7
1236
$35K ﹤0.01%
1,527
-150
1237
$35K ﹤0.01%
989
-376
1238
$35K ﹤0.01%
902
-151
1239
$35K ﹤0.01%
650
-952
1240
$35K ﹤0.01%
444
+100
1241
$34K ﹤0.01%
1,430
+30
1242
$34K ﹤0.01%
1,000
1243
$34K ﹤0.01%
418
+284
1244
$34K ﹤0.01%
190
+20
1245
$34K ﹤0.01%
4,439
+57
1246
$34K ﹤0.01%
257
+73
1247
$34K ﹤0.01%
3,490
1248
$34K ﹤0.01%
436
1249
$34K ﹤0.01%
634
+25
1250
$34K ﹤0.01%
3,887
-6,903
48 49
50
51 52