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
2451
$2K ﹤0.01%
77
2452
$2K ﹤0.01%
60
2453
$2K ﹤0.01%
120
-9
2454
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75
-100
2455
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100
2456
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300
2457
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54
-67
2458
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120
2459
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200
2460
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49
-401
2461
$2K ﹤0.01%
143
2462
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1,199
+23
2463
$2K ﹤0.01%
3
2464
$2K ﹤0.01%
122
-226
2465
$1K ﹤0.01%
+125
2466
$1K ﹤0.01%
62
2467
$1K ﹤0.01%
100
2468
$1K ﹤0.01%
50
2469
$1K ﹤0.01%
1,329
2470
$1K ﹤0.01%
64
2471
$1K ﹤0.01%
+25
2472
$1K ﹤0.01%
60
2473
$1K ﹤0.01%
10
2474
$1K ﹤0.01%
33
2475
$1K ﹤0.01%
29
97 98
99
100 101