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
1626
$15K ﹤0.01%
200
1627
$15K ﹤0.01%
2,900
1628
$15K ﹤0.01%
1,050
+30
1629
$15K ﹤0.01%
1,259
+330
1630
$15K ﹤0.01%
190
1631
$15K ﹤0.01%
1,100
1632
$15K ﹤0.01%
702
+5
1633
$15K ﹤0.01%
371
1634
$15K ﹤0.01%
+447
1635
$15K ﹤0.01%
916
+5
1636
$15K ﹤0.01%
720
-180
1637
$15K ﹤0.01%
+1,035
1638
$15K ﹤0.01%
1,000
1639
$15K ﹤0.01%
406
+241
1640
$15K ﹤0.01%
124
1641
$15K ﹤0.01%
239
-1,079
1642
$15K ﹤0.01%
1,157
+117
1643
$15K ﹤0.01%
640
+285
1644
$15K ﹤0.01%
241
1645
$15K ﹤0.01%
157
+3
1646
$15K ﹤0.01%
472
+1
1647
$15K ﹤0.01%
593
+133
1648
$14K ﹤0.01%
605
+150
1649
$14K ﹤0.01%
131
1650
$14K ﹤0.01%
197
+100
64 65
66
67 68