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 6.47%
2 Energy 5.58%
3 Healthcare 5.2%
4 Financials 4.84%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$27K ﹤0.01%
1,170
-1,508
1377
$26K ﹤0.01%
+552
1378
$26K ﹤0.01%
888
1379
$26K ﹤0.01%
2,849
1380
$26K ﹤0.01%
978
-322
1381
$26K ﹤0.01%
3,000
1382
$26K ﹤0.01%
1,634
1383
$26K ﹤0.01%
829
-166
1384
$26K ﹤0.01%
759
1385
$26K ﹤0.01%
271
+166
1386
$26K ﹤0.01%
2,036
+1,536
1387
$26K ﹤0.01%
326
1388
$26K ﹤0.01%
227
+3
1389
$26K ﹤0.01%
249
+2
1390
$26K ﹤0.01%
2,040
1391
$25K ﹤0.01%
928
1392
$25K ﹤0.01%
945
-75
1393
$25K ﹤0.01%
710
-360
1394
$25K ﹤0.01%
2,464
+1,800
1395
$25K ﹤0.01%
1,885
-62,568
1396
$25K ﹤0.01%
745
+400
1397
$25K ﹤0.01%
1,631
+5
1398
$25K ﹤0.01%
1,750
1399
$25K ﹤0.01%
733
1400
$25K ﹤0.01%
1,273
54 55
56
57 58