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MFS

MSI Financial Services Portfolio holdings

AUM $3.07B
1-Year Est. Return 10.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.38B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,364
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$20.4M
3
+$9.45M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$8.72M
5
GLD icon
SPDR Gold Trust
GLD
+$7.81M

Top Sells

1
+$19.3M
2
+$16.5M
3
+$15.3M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$15.1M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$9.56M

Sector Composition

1 Technology 5.22%
2 Consumer Staples 4.96%
3 Healthcare 4.46%
4 Communication Services 4.34%
5 Industrials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$15K ﹤0.01%
10,000
2502
$15K ﹤0.01%
11,440
+3,400
2503
$15K ﹤0.01%
180
2504
$15K ﹤0.01%
959
+3
2505
$15K ﹤0.01%
631
2506
$15K ﹤0.01%
153
2507
$15K ﹤0.01%
1,081
-388
2508
$15K ﹤0.01%
578
-1,400
2509
$15K ﹤0.01%
7,100
-900
2510
$15K ﹤0.01%
510
-92
2511
$15K ﹤0.01%
381
+10
2512
$15K ﹤0.01%
460
-280
2513
$14K ﹤0.01%
129
+87
2514
$14K ﹤0.01%
222
2515
$14K ﹤0.01%
988
2516
$14K ﹤0.01%
365
+5
2517
$14K ﹤0.01%
375
+5
2518
$14K ﹤0.01%
290
+80
2519
$14K ﹤0.01%
800
+500
2520
$14K ﹤0.01%
4,713
-357
2521
$14K ﹤0.01%
141
-14
2522
$14K ﹤0.01%
287
2523
$14K ﹤0.01%
274
+65
2524
$14K ﹤0.01%
333
+64
2525
$14K ﹤0.01%
1,025
-3,101
99 100
101
102 103