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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
2651
$12K ﹤0.01%
2,877
2652
$12K ﹤0.01%
130
-50
2653
$12K ﹤0.01%
188
+31
2654
$12K ﹤0.01%
400
-2,575
2655
$12K ﹤0.01%
225
-385
2656
$12K ﹤0.01%
206
+31
2657
$12K ﹤0.01%
+1,729
2658
$12K ﹤0.01%
34,574
-6,572
2659
$12K ﹤0.01%
205
-103
2660
$12K ﹤0.01%
1,227
-750
2661
$12K ﹤0.01%
504
+174
2662
– –
0
2663
$11K ﹤0.01%
588
+96
2664
$11K ﹤0.01%
9,342
-1,721
2665
$11K ﹤0.01%
2,794
-112
2666
$11K ﹤0.01%
763
-775
2667
$11K ﹤0.01%
352
2668
$11K ﹤0.01%
479
+1
2669
$11K ﹤0.01%
500
2670
$11K ﹤0.01%
250
2671
$11K ﹤0.01%
303
+177
2672
$11K ﹤0.01%
600
2673
$11K ﹤0.01%
181
-3
2674
$11K ﹤0.01%
171
+74
2675
$11K ﹤0.01%
+375
105 106
107
108 109