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
2126
$5K ﹤0.01%
166
2127
$5K ﹤0.01%
184
-81
2128
$5K ﹤0.01%
61
-21
2129
$5K ﹤0.01%
+487
2130
$5K ﹤0.01%
+211
2131
$5K ﹤0.01%
750
2132
$5K ﹤0.01%
370
2133
$5K ﹤0.01%
42
+39
2134
$5K ﹤0.01%
4,250
2135
$5K ﹤0.01%
+277
2136
$5K ﹤0.01%
175
2137
$5K ﹤0.01%
149
2138
$5K ﹤0.01%
149
-18
2139
$5K ﹤0.01%
400
2140
$5K ﹤0.01%
+246
2141
$5K ﹤0.01%
+200
2142
$5K ﹤0.01%
175
2143
$5K ﹤0.01%
1,000
2144
$5K ﹤0.01%
+225
2145
$4K ﹤0.01%
200
2146
$4K ﹤0.01%
298
2147
$4K ﹤0.01%
150
2148
$4K ﹤0.01%
94
+25
2149
$4K ﹤0.01%
100
2150
$4K ﹤0.01%
177
84 85
86
87 88