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
1776
$11K ﹤0.01%
1,554
+6
1777
$11K ﹤0.01%
294
1778
$11K ﹤0.01%
620
+4
1779
$11K ﹤0.01%
400
1780
$11K ﹤0.01%
504
1781
$11K ﹤0.01%
527
+5
1782
$11K ﹤0.01%
79
-156
1783
$11K ﹤0.01%
229
1784
$11K ﹤0.01%
1,315
1785
$11K ﹤0.01%
250
1786
$11K ﹤0.01%
511
-425
1787
$11K ﹤0.01%
197
1788
$11K ﹤0.01%
515
1789
$11K ﹤0.01%
+306
1790
$11K ﹤0.01%
420
1791
$11K ﹤0.01%
591
1792
$10K ﹤0.01%
1
1793
$10K ﹤0.01%
100
1794
$10K ﹤0.01%
1,218
1795
$10K ﹤0.01%
2,951
-1,000
1796
$10K ﹤0.01%
765
-3,550
1797
$10K ﹤0.01%
432
-381
1798
$10K ﹤0.01%
350
1799
$10K ﹤0.01%
850
-4,993
1800
$10K ﹤0.01%
81
70 71
72
73 74