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
2351
$2K ﹤0.01%
+1,000
2352
$2K ﹤0.01%
30
-100
2353
$2K ﹤0.01%
394
2354
$2K ﹤0.01%
75
2355
$2K ﹤0.01%
+100
2356
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140
2357
$2K ﹤0.01%
+100
2358
$2K ﹤0.01%
100
-1
2359
$2K ﹤0.01%
32
2360
$2K ﹤0.01%
+23
2361
$2K ﹤0.01%
+100
2362
$2K ﹤0.01%
98
2363
$2K ﹤0.01%
125
2364
$2K ﹤0.01%
120
2365
$2K ﹤0.01%
300
2366
$2K ﹤0.01%
2
2367
$2K ﹤0.01%
25
2368
$2K ﹤0.01%
+76
2369
$2K ﹤0.01%
69
+1
2370
$2K ﹤0.01%
60
-1,540
2371
$2K ﹤0.01%
60
2372
$2K ﹤0.01%
57
2373
$2K ﹤0.01%
283
2374
$2K ﹤0.01%
64
2375
$2K ﹤0.01%
100
-250
93 94
95
96 97