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
2226
$4K ﹤0.01%
+185
2227
$4K ﹤0.01%
17
2228
$4K ﹤0.01%
116
2229
$4K ﹤0.01%
1,024
+64
2230
$4K ﹤0.01%
100
2231
$4K ﹤0.01%
1,000
2232
$4K ﹤0.01%
327
2233
$4K ﹤0.01%
232
+200
2234
$4K ﹤0.01%
+200
2235
$4K ﹤0.01%
134
+125
2236
$4K ﹤0.01%
200
2237
$4K ﹤0.01%
250
2238
$3K ﹤0.01%
+355
2239
$3K ﹤0.01%
100
2240
$3K ﹤0.01%
50
-30
2241
$3K ﹤0.01%
103
2242
$3K ﹤0.01%
40
-110
2243
$3K ﹤0.01%
+75
2244
$3K ﹤0.01%
+300
2245
$3K ﹤0.01%
47
2246
$3K ﹤0.01%
181
2247
$3K ﹤0.01%
4
2248
$3K ﹤0.01%
125
-200
2249
$3K ﹤0.01%
15
-1
2250
$3K ﹤0.01%
140
88 89
90
91 92