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
1826
$10K ﹤0.01%
400
1827
$10K ﹤0.01%
420
+385
1828
$10K ﹤0.01%
780
1829
$10K ﹤0.01%
373
1830
$10K ﹤0.01%
400
1831
$10K ﹤0.01%
+170
1832
$10K ﹤0.01%
+350
1833
$10K ﹤0.01%
100
1834
$10K ﹤0.01%
88
+2
1835
$9K ﹤0.01%
382
-2,918
1836
$9K ﹤0.01%
500
1837
$9K ﹤0.01%
425
-100
1838
$9K ﹤0.01%
188
1839
$9K ﹤0.01%
84
1840
$9K ﹤0.01%
337
1841
$9K ﹤0.01%
2,000
1842
$9K ﹤0.01%
355
-2,104
1843
$9K ﹤0.01%
305
1844
$9K ﹤0.01%
367
+87
1845
$9K ﹤0.01%
310
+300
1846
$9K ﹤0.01%
343
-353
1847
$9K ﹤0.01%
1,082
+17
1848
$9K ﹤0.01%
283
+225
1849
$9K ﹤0.01%
264
+9
1850
$9K ﹤0.01%
175
-125
72 73
74
75 76