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
1276
$32K ﹤0.01%
572
-124
1277
$32K ﹤0.01%
1,020
+572
1278
$32K ﹤0.01%
1,042
1279
$32K ﹤0.01%
611
-86
1280
$32K ﹤0.01%
850
+750
1281
$32K ﹤0.01%
750
+700
1282
$32K ﹤0.01%
651
-54
1283
$32K ﹤0.01%
1,055
-307
1284
$32K ﹤0.01%
50
1285
$32K ﹤0.01%
638
-412
1286
$32K ﹤0.01%
2,000
1287
$32K ﹤0.01%
1,200
+1,000
1288
$32K ﹤0.01%
2,271
+69
1289
$31K ﹤0.01%
2,231
1290
$31K ﹤0.01%
493
+278
1291
$31K ﹤0.01%
1,631
-353
1292
$31K ﹤0.01%
2,190
-654
1293
$31K ﹤0.01%
489
-60
1294
$31K ﹤0.01%
4,484
-102
1295
$31K ﹤0.01%
194
-471
1296
$31K ﹤0.01%
1,112
-118
1297
$31K ﹤0.01%
600
+400
1298
$31K ﹤0.01%
1,324
+1,000
1299
$31K ﹤0.01%
194
+178
1300
$31K ﹤0.01%
1,050
50 51
52
53 54