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
1576
$17K ﹤0.01%
306
+3
1577
$16K ﹤0.01%
1,067
+71
1578
$16K ﹤0.01%
600
-2,300
1579
$16K ﹤0.01%
318
+120
1580
$16K ﹤0.01%
271
+129
1581
$16K ﹤0.01%
343
-481
1582
$16K ﹤0.01%
350
+300
1583
$16K ﹤0.01%
103
1584
$16K ﹤0.01%
+1,400
1585
$16K ﹤0.01%
1,860
+1,000
1586
$16K ﹤0.01%
+1,067
1587
$16K ﹤0.01%
132
+130
1588
$16K ﹤0.01%
1,179
1589
$16K ﹤0.01%
271
+140
1590
$16K ﹤0.01%
300
1591
$16K ﹤0.01%
975
-3,275
1592
$16K ﹤0.01%
313
-15
1593
$16K ﹤0.01%
660
-229
1594
$16K ﹤0.01%
+1,726
1595
$16K ﹤0.01%
712
+506
1596
$16K ﹤0.01%
1,769
-1,477
1597
$16K ﹤0.01%
200
-343
1598
$16K ﹤0.01%
486
1599
$16K ﹤0.01%
675
+200
1600
$16K ﹤0.01%
1,205
+100
62 63
64
65 66