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
1251
$34K ﹤0.01%
1,757
-336
1252
$34K ﹤0.01%
+650
1253
$34K ﹤0.01%
599
+200
1254
$34K ﹤0.01%
1,435
1255
$34K ﹤0.01%
953
+879
1256
$34K ﹤0.01%
2,397
+385
1257
$34K ﹤0.01%
3,971
+9
1258
$33K ﹤0.01%
520
-25
1259
$33K ﹤0.01%
544
+81
1260
$33K ﹤0.01%
1,103
+615
1261
$33K ﹤0.01%
1,524
+31
1262
$33K ﹤0.01%
968
+500
1263
$33K ﹤0.01%
509
-1,050
1264
$33K ﹤0.01%
+1,208
1265
$33K ﹤0.01%
660
+200
1266
$33K ﹤0.01%
900
1267
$33K ﹤0.01%
+3,515
1268
$33K ﹤0.01%
+537
1269
$33K ﹤0.01%
1,295
-75
1270
$33K ﹤0.01%
1,797
-500
1271
$33K ﹤0.01%
2,135
+135
1272
$32K ﹤0.01%
477
+2
1273
$32K ﹤0.01%
158
-6
1274
$32K ﹤0.01%
310
1275
$32K ﹤0.01%
1,431
+247
49 50
51
52 53