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
2276
$3K ﹤0.01%
50
2277
$3K ﹤0.01%
71
2278
$3K ﹤0.01%
3
2279
$3K ﹤0.01%
305
-975
2280
$3K ﹤0.01%
139
2281
$3K ﹤0.01%
+100
2282
$3K ﹤0.01%
88
2283
$3K ﹤0.01%
300
-1,710
2284
$3K ﹤0.01%
99
2285
$3K ﹤0.01%
+63
2286
$3K ﹤0.01%
76
-150
2287
$3K ﹤0.01%
+804
2288
$3K ﹤0.01%
88
2289
$3K ﹤0.01%
104
2290
$3K ﹤0.01%
403
2291
$3K ﹤0.01%
136
2292
$3K ﹤0.01%
50
2293
$3K ﹤0.01%
117
2294
$3K ﹤0.01%
123
2295
$3K ﹤0.01%
155
2296
$3K ﹤0.01%
42
2297
$3K ﹤0.01%
51
+3
2298
$3K ﹤0.01%
94
-150
2299
$3K ﹤0.01%
43
2300
$3K ﹤0.01%
400
90 91
92
93 94