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
1501
$19K ﹤0.01%
+785
1502
$19K ﹤0.01%
271
+70
1503
$19K ﹤0.01%
1,347
1504
$19K ﹤0.01%
+1,000
1505
$19K ﹤0.01%
544
+3
1506
$19K ﹤0.01%
274
+100
1507
$19K ﹤0.01%
1,000
-7
1508
$19K ﹤0.01%
48
-35
1509
$19K ﹤0.01%
1,500
1510
$19K ﹤0.01%
3
-7
1511
$19K ﹤0.01%
173
1512
$19K ﹤0.01%
162
+1
1513
$19K ﹤0.01%
1,550
+1,100
1514
$19K ﹤0.01%
1,465
1515
$19K ﹤0.01%
125
-75
1516
$19K ﹤0.01%
1,800
1517
$19K ﹤0.01%
1,262
1518
$18K ﹤0.01%
2,310
1519
$18K ﹤0.01%
160
-57
1520
$18K ﹤0.01%
400
+260
1521
$18K ﹤0.01%
401
+334
1522
$18K ﹤0.01%
2,274
1523
$18K ﹤0.01%
172
-74
1524
$18K ﹤0.01%
695
1525
$18K ﹤0.01%
356
+300
59 60
61
62 63