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
1351
$28K ﹤0.01%
144
+82
1352
$28K ﹤0.01%
1,279
+459
1353
$28K ﹤0.01%
1,700
+300
1354
$28K ﹤0.01%
798
-94
1355
$28K ﹤0.01%
2,006
+4
1356
$28K ﹤0.01%
2,000
1357
$28K ﹤0.01%
55
+43
1358
$27K ﹤0.01%
421
1359
$27K ﹤0.01%
1,765
+765
1360
$27K ﹤0.01%
500
+303
1361
$27K ﹤0.01%
927
+144
1362
$27K ﹤0.01%
1,200
1363
$27K ﹤0.01%
+551
1364
$27K ﹤0.01%
726
1365
$27K ﹤0.01%
2,090
+10
1366
$27K ﹤0.01%
3,250
+3,000
1367
$27K ﹤0.01%
149
-230
1368
$27K ﹤0.01%
650
1369
$27K ﹤0.01%
1,297
-9
1370
$27K ﹤0.01%
800
1371
$27K ﹤0.01%
1,821
-1,009
1372
$27K ﹤0.01%
1,200
-300
1373
$27K ﹤0.01%
2,043
1374
$27K ﹤0.01%
537
1375
$27K ﹤0.01%
1,768
53 54
55
56 57