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 6.47%
2 Energy 5.58%
3 Healthcare 5.2%
4 Financials 4.84%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$2K ﹤0.01%
+76
2352
$2K ﹤0.01%
69
+1
2353
$2K ﹤0.01%
60
-1,540
2354
$2K ﹤0.01%
60
2355
$2K ﹤0.01%
87
2356
$2K ﹤0.01%
300
+2
2357
$2K ﹤0.01%
394
2358
$2K ﹤0.01%
75
2359
$2K ﹤0.01%
+100
2360
$2K ﹤0.01%
15
+3
2361
$2K ﹤0.01%
8
2362
$2K ﹤0.01%
+35
2363
$2K ﹤0.01%
92
2364
$2K ﹤0.01%
66
2365
$2K ﹤0.01%
2
2366
$2K ﹤0.01%
100
2367
$2K ﹤0.01%
235
2368
$2K ﹤0.01%
55
2369
$2K ﹤0.01%
60
2370
$2K ﹤0.01%
120
-9
2371
$2K ﹤0.01%
75
-100
2372
$2K ﹤0.01%
200
2373
$2K ﹤0.01%
49
-401
2374
$2K ﹤0.01%
122
-226
2375
$2K ﹤0.01%
125
93 94
95
96 97