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
2376
$2K ﹤0.01%
152
-1,500
2377
$2K ﹤0.01%
122
-310
2378
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25
2379
$2K ﹤0.01%
125
-2,275
2380
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45
-257
2381
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21
2382
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50
2383
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47
-47
2384
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30
2385
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100
2386
$2K ﹤0.01%
36
2387
$2K ﹤0.01%
87
2388
$2K ﹤0.01%
50
2389
$2K ﹤0.01%
300
+2
2390
$2K ﹤0.01%
35
-177
2391
$2K ﹤0.01%
98
2392
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51
-306
2393
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150
2394
$2K ﹤0.01%
32
-63
2395
$2K ﹤0.01%
115
2396
$2K ﹤0.01%
31
2397
$2K ﹤0.01%
400
2398
$2K ﹤0.01%
204
-20
2399
$2K ﹤0.01%
20
-66
2400
$2K ﹤0.01%
140
94 95
96
97 98