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
1326
$29K ﹤0.01%
378
+2
1327
$29K ﹤0.01%
1,977
1328
$29K ﹤0.01%
1,221
-321
1329
$29K ﹤0.01%
271
-12
1330
$29K ﹤0.01%
+1,268
1331
$29K ﹤0.01%
620
+200
1332
$29K ﹤0.01%
4,955
+3,837
1333
$29K ﹤0.01%
1,832
+423
1334
$29K ﹤0.01%
577
+206
1335
$29K ﹤0.01%
2,020
-600
1336
$29K ﹤0.01%
2,000
1337
$29K ﹤0.01%
12,514
+8,274
1338
$29K ﹤0.01%
2,775
+2,325
1339
$29K ﹤0.01%
1,955
+1,830
1340
$29K ﹤0.01%
923
-49
1341
$28K ﹤0.01%
813
1342
$28K ﹤0.01%
751
-150
1343
$28K ﹤0.01%
574
-150
1344
$28K ﹤0.01%
1,845
+13
1345
$28K ﹤0.01%
+559
1346
$28K ﹤0.01%
1,563
1347
$28K ﹤0.01%
954
1348
$28K ﹤0.01%
1,212
+156
1349
$28K ﹤0.01%
+3,808
1350
$28K ﹤0.01%
2,215
-102
52 53
54
55 56