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
1601
$16K ﹤0.01%
1,179
1602
$16K ﹤0.01%
975
-3,275
1603
$16K ﹤0.01%
313
-15
1604
$16K ﹤0.01%
675
+200
1605
$16K ﹤0.01%
1,205
+100
1606
$16K ﹤0.01%
+1,125
1607
$16K ﹤0.01%
600
1608
$16K ﹤0.01%
1,067
+71
1609
$16K ﹤0.01%
1,580
1610
$16K ﹤0.01%
+1,125
1611
$16K ﹤0.01%
200
1612
$16K ﹤0.01%
1,038
+1
1613
$16K ﹤0.01%
425
1614
$16K ﹤0.01%
+200
1615
$16K ﹤0.01%
240
+40
1616
$15K ﹤0.01%
+1,000
1617
$15K ﹤0.01%
1,065
1618
$15K ﹤0.01%
202
+108
1619
$15K ﹤0.01%
346
1620
$15K ﹤0.01%
1,196
1621
$15K ﹤0.01%
188
1622
$15K ﹤0.01%
178
1623
$15K ﹤0.01%
498
+473
1624
$15K ﹤0.01%
612
-100
1625
$15K ﹤0.01%
504
-124
63 64
65
66 67