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MFS

MSI Financial Services Portfolio holdings

AUM $3.07B
1-Year Est. Return 10.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.79B
AUM Growth
+$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,368
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$20.7M
3
+$20.5M
4
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$19.3M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$15.8M

Top Sells

1
+$42.9M
2
+$8.14M
3
+$3.78M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$3.49M
5
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.38M

Sector Composition

1 Consumer Staples 4.6%
2 Healthcare 4.31%
3 Technology 4.28%
4 Communication Services 3.92%
5 Industrials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$25K ﹤0.01%
361
-125
2202
$25K ﹤0.01%
1,332
+550
2203
$25K ﹤0.01%
1,115
+78
2204
$25K ﹤0.01%
747
-2
2205
$25K ﹤0.01%
969
+733
2206
$25K ﹤0.01%
370
-65
2207
$25K ﹤0.01%
213
2208
$25K ﹤0.01%
1,724
-943
2209
$25K ﹤0.01%
1,993
-200
2210
$25K ﹤0.01%
547
-70
2211
$25K ﹤0.01%
1,045
+543
2212
$24K ﹤0.01%
20
-35
2213
$24K ﹤0.01%
1,092
+58
2214
$24K ﹤0.01%
+1,881
2215
$24K ﹤0.01%
1,098
-719
2216
$24K ﹤0.01%
818
-1,981
2217
$24K ﹤0.01%
532
-83
2218
$24K ﹤0.01%
764
2219
$24K ﹤0.01%
1,358
-453
2220
$24K ﹤0.01%
2,129
+1,300
2221
$24K ﹤0.01%
3,204
-3,307
2222
$24K ﹤0.01%
1,620
-301
2223
$24K ﹤0.01%
936
-53
2224
$24K ﹤0.01%
521
-32
2225
$24K ﹤0.01%
189
87 88
89
90 91