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
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%
367
+87
1836
$9K ﹤0.01%
310
+300
1837
$9K ﹤0.01%
343
-353
1838
$9K ﹤0.01%
1,082
+17
1839
$9K ﹤0.01%
275
-60
1840
$9K ﹤0.01%
+427
1841
$9K ﹤0.01%
240
-104
1842
$9K ﹤0.01%
50
-12
1843
$9K ﹤0.01%
127
1844
$9K ﹤0.01%
297
1845
$9K ﹤0.01%
59
-3,034
1846
$9K ﹤0.01%
560
1847
$9K ﹤0.01%
174
1848
$9K ﹤0.01%
1,719
1849
$9K ﹤0.01%
250
1850
$9K ﹤0.01%
+1,000
72 73
74
75 76