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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
2776
$10K ﹤0.01%
1,452
2777
$10K ﹤0.01%
416
2778
$10K ﹤0.01%
15,829
+9,475
2779
$10K ﹤0.01%
138
-623
2780
$10K ﹤0.01%
388
+213
2781
$10K ﹤0.01%
669
+92
2782
$10K ﹤0.01%
550
-1,000
2783
$10K ﹤0.01%
100
2784
$10K ﹤0.01%
275
-457
2785
$10K ﹤0.01%
500
2786
$10K ﹤0.01%
+559
2787
$10K ﹤0.01%
578
+490
2788
$10K ﹤0.01%
668
+300
2789
$10K ﹤0.01%
341
+2
2790
$10K ﹤0.01%
315
+26
2791
$10K ﹤0.01%
415
-400
2792
$10K ﹤0.01%
450
2793
$9K ﹤0.01%
700
+400
2794
$9K ﹤0.01%
354
+154
2795
$9K ﹤0.01%
42
2796
$9K ﹤0.01%
819
+553
2797
$9K ﹤0.01%
1,032
+25
2798
$9K ﹤0.01%
269
+155
2799
$9K ﹤0.01%
325
-79
2800
$9K ﹤0.01%
311
-1,012
110 111
112
113 114