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
1801
$10K ﹤0.01%
511
+11
1802
$10K ﹤0.01%
452
1803
$10K ﹤0.01%
110
1804
$10K ﹤0.01%
320
1805
$10K ﹤0.01%
+313
1806
$10K ﹤0.01%
+408
1807
$10K ﹤0.01%
144
1808
$10K ﹤0.01%
+167
1809
$10K ﹤0.01%
544
+12
1810
$10K ﹤0.01%
+440
1811
$10K ﹤0.01%
264
-6
1812
$10K ﹤0.01%
1,549
1813
$10K ﹤0.01%
1,520
1814
$10K ﹤0.01%
198
-395
1815
$10K ﹤0.01%
358
1816
$10K ﹤0.01%
750
1817
$10K ﹤0.01%
430
1818
$10K ﹤0.01%
588
+488
1819
$10K ﹤0.01%
9
-13
1820
$10K ﹤0.01%
298
+74
1821
$10K ﹤0.01%
125
-50
1822
$10K ﹤0.01%
295
1823
$10K ﹤0.01%
400
1824
$10K ﹤0.01%
440
-225
1825
$10K ﹤0.01%
364
-1,886
71 72
73
74 75