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
2326
$3K ﹤0.01%
69
2327
$3K ﹤0.01%
100
2328
$3K ﹤0.01%
51
-100
2329
$3K ﹤0.01%
66
2330
$3K ﹤0.01%
100
2331
$3K ﹤0.01%
100
2332
$3K ﹤0.01%
1,000
2333
$3K ﹤0.01%
130
+2
2334
$3K ﹤0.01%
91
2335
$3K ﹤0.01%
155
2336
$3K ﹤0.01%
133
+35
2337
$3K ﹤0.01%
300
2338
$3K ﹤0.01%
100
2339
$3K ﹤0.01%
105
2340
$3K ﹤0.01%
72
2341
$3K ﹤0.01%
53
2342
$3K ﹤0.01%
69
2343
$3K ﹤0.01%
117
2344
$3K ﹤0.01%
100
2345
$3K ﹤0.01%
+200
2346
$3K ﹤0.01%
1,050
2347
$3K ﹤0.01%
238
2348
$3K ﹤0.01%
+100
2349
$3K ﹤0.01%
233
2350
$3K ﹤0.01%
43
92 93
94
95 96