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
1851
$9K ﹤0.01%
275
-60
1852
$9K ﹤0.01%
204
1853
$9K ﹤0.01%
362
1854
$9K ﹤0.01%
187
1855
$9K ﹤0.01%
+2,100
1856
$9K ﹤0.01%
750
1857
$9K ﹤0.01%
+427
1858
$9K ﹤0.01%
240
-104
1859
$9K ﹤0.01%
1,025
1860
$9K ﹤0.01%
290
1861
$9K ﹤0.01%
50
-12
1862
$9K ﹤0.01%
156
+130
1863
$9K ﹤0.01%
88
1864
$9K ﹤0.01%
181
1865
$9K ﹤0.01%
200
-54
1866
$9K ﹤0.01%
+187
1867
$9K ﹤0.01%
105
1868
$9K ﹤0.01%
+690
1869
$9K ﹤0.01%
416
-106
1870
$9K ﹤0.01%
500
-39
1871
$9K ﹤0.01%
627
1872
$9K ﹤0.01%
+100
1873
$9K ﹤0.01%
600
1874
$9K ﹤0.01%
410
-150
1875
$9K ﹤0.01%
400
73 74
75
76 77