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
1401
$25K ﹤0.01%
945
-75
1402
$25K ﹤0.01%
223
+200
1403
$25K ﹤0.01%
1,094
1404
$25K ﹤0.01%
3,000
-64
1405
$25K ﹤0.01%
537
+309
1406
$24K ﹤0.01%
527
-207
1407
$24K ﹤0.01%
501
+2
1408
$24K ﹤0.01%
912
-169
1409
$24K ﹤0.01%
4,159
-3,135
1410
$24K ﹤0.01%
400
1411
$24K ﹤0.01%
2,153
+2,000
1412
$24K ﹤0.01%
1,739
-1,334
1413
$24K ﹤0.01%
218
1414
$24K ﹤0.01%
992
1415
$24K ﹤0.01%
1,556
1416
$24K ﹤0.01%
600
-79
1417
$24K ﹤0.01%
+1,000
1418
$24K ﹤0.01%
399
+349
1419
$24K ﹤0.01%
772
+112
1420
$24K ﹤0.01%
75
1421
$24K ﹤0.01%
724
-7,176
1422
$24K ﹤0.01%
320
+170
1423
$24K ﹤0.01%
+4,320
1424
$24K ﹤0.01%
536
1425
$23K ﹤0.01%
530
+150
55 56
57
58 59