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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
2626
$12K ﹤0.01%
515
-187
2627
$12K ﹤0.01%
+908
2628
$12K ﹤0.01%
233
-18
2629
$12K ﹤0.01%
350
+50
2630
$12K ﹤0.01%
+670
2631
$12K ﹤0.01%
367
-31
2632
$12K ﹤0.01%
+228
2633
$12K ﹤0.01%
1,007
-120
2634
$12K ﹤0.01%
+449
2635
$12K ﹤0.01%
550
2636
$12K ﹤0.01%
+261
2637
$12K ﹤0.01%
830
2638
$12K ﹤0.01%
88
+56
2639
$12K ﹤0.01%
750
2640
$12K ﹤0.01%
220
2641
$12K ﹤0.01%
116
+76
2642
$12K ﹤0.01%
536
+55
2643
$12K ﹤0.01%
267
+103
2644
$12K ﹤0.01%
2,994
-400
2645
$12K ﹤0.01%
535
+1
2646
$12K ﹤0.01%
424
+294
2647
$12K ﹤0.01%
400
-36
2648
$12K ﹤0.01%
200
2649
$12K ﹤0.01%
675
+25
2650
$12K ﹤0.01%
2,000
104 105
106
107 108