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
2876
$9K ﹤0.01%
360
2877
$8K ﹤0.01%
335
2878
$8K ﹤0.01%
307
-200
2879
$8K ﹤0.01%
50
2880
$8K ﹤0.01%
186
-161
2881
$8K ﹤0.01%
+1,068
2882
$8K ﹤0.01%
139
2883
$8K ﹤0.01%
318
-252
2884
$8K ﹤0.01%
436
-12
2885
$8K ﹤0.01%
+200
2886
$8K ﹤0.01%
3,917
2887
$8K ﹤0.01%
536
2888
$8K ﹤0.01%
140
2889
$8K ﹤0.01%
213
-242
2890
$8K ﹤0.01%
325
2891
$8K ﹤0.01%
+360
2892
$8K ﹤0.01%
645
2893
$8K ﹤0.01%
101
+31
2894
$8K ﹤0.01%
713
2895
$8K ﹤0.01%
500
2896
$8K ﹤0.01%
+654
2897
$8K ﹤0.01%
166
+112
2898
$8K ﹤0.01%
866
+579
2899
$8K ﹤0.01%
269
-720
2900
$8K ﹤0.01%
380
114 115
116
117 118