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
2126
$5K ﹤0.01%
212
-100
2127
$5K ﹤0.01%
132
2128
$5K ﹤0.01%
300
2129
$5K ﹤0.01%
90
2130
$5K ﹤0.01%
60
+56
2131
$5K ﹤0.01%
350
+50
2132
$5K ﹤0.01%
285
+75
2133
$5K ﹤0.01%
+115
2134
$5K ﹤0.01%
39
2135
$5K ﹤0.01%
300
2136
$5K ﹤0.01%
+125
2137
$5K ﹤0.01%
100
2138
$5K ﹤0.01%
+216
2139
$5K ﹤0.01%
4,250
2140
$5K ﹤0.01%
+277
2141
$5K ﹤0.01%
175
2142
$5K ﹤0.01%
149
2143
$5K ﹤0.01%
149
-18
2144
$5K ﹤0.01%
400
2145
$4K ﹤0.01%
94
+25
2146
$4K ﹤0.01%
28
2147
$4K ﹤0.01%
334
-6,544
2148
$4K ﹤0.01%
106
2149
$4K ﹤0.01%
290
-160
2150
$4K ﹤0.01%
160
84 85
86
87 88