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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
2726
$10K ﹤0.01%
252
+9
2727
$10K ﹤0.01%
471
-456
2728
$10K ﹤0.01%
176
-46
2729
$10K ﹤0.01%
200
2730
$10K ﹤0.01%
350
2731
$10K ﹤0.01%
200
2732
$10K ﹤0.01%
1,050
2733
$10K ﹤0.01%
339
2734
$10K ﹤0.01%
+400
2735
$10K ﹤0.01%
142
2736
$10K ﹤0.01%
197
-93
2737
$10K ﹤0.01%
387
+98
2738
$10K ﹤0.01%
96
+34
2739
$10K ﹤0.01%
615
-420
2740
$10K ﹤0.01%
1,308
-137
2741
$10K ﹤0.01%
+200
2742
$10K ﹤0.01%
221
-289
2743
$10K ﹤0.01%
2,000
2744
$10K ﹤0.01%
910
+150
2745
$10K ﹤0.01%
930
2746
$10K ﹤0.01%
824
+300
2747
$10K ﹤0.01%
109
+55
2748
$10K ﹤0.01%
36
+28
2749
$10K ﹤0.01%
177
+62
2750
$10K ﹤0.01%
+18
108 109
110
111 112