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
1551
$17K ﹤0.01%
1,386
-1,235
1552
$17K ﹤0.01%
676
1553
$17K ﹤0.01%
+1,500
1554
$17K ﹤0.01%
189
-67
1555
$17K ﹤0.01%
624
-500
1556
$17K ﹤0.01%
412
-617
1557
$17K ﹤0.01%
415
-1,571
1558
$17K ﹤0.01%
260
1559
$17K ﹤0.01%
527
+4
1560
$17K ﹤0.01%
+545
1561
$17K ﹤0.01%
190
+15
1562
$17K ﹤0.01%
440
+3
1563
$17K ﹤0.01%
400
1564
$17K ﹤0.01%
390
-1,818
1565
$17K ﹤0.01%
207
+23
1566
$17K ﹤0.01%
117
-458
1567
$17K ﹤0.01%
1,501
+1
1568
$17K ﹤0.01%
567
+402
1569
$17K ﹤0.01%
1,004
1570
$17K ﹤0.01%
350
+200
1571
$17K ﹤0.01%
450
1572
$17K ﹤0.01%
+500
1573
$17K ﹤0.01%
666
1574
$17K ﹤0.01%
384
+4
1575
$17K ﹤0.01%
675
-95
61 62
63
64 65