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
2901
$8K ﹤0.01%
432
2902
$8K ﹤0.01%
350
2903
$8K ﹤0.01%
+191
2904
$8K ﹤0.01%
600
-100
2905
$8K ﹤0.01%
270
-149
2906
$8K ﹤0.01%
276
+265
2907
$8K ﹤0.01%
+774
2908
$8K ﹤0.01%
60
2909
$8K ﹤0.01%
400
2910
$8K ﹤0.01%
431
+91
2911
$8K ﹤0.01%
334
2912
$8K ﹤0.01%
2,061
+183
2913
$8K ﹤0.01%
771
2914
$8K ﹤0.01%
18
-12
2915
$8K ﹤0.01%
413
2916
$8K ﹤0.01%
490
-56
2917
$8K ﹤0.01%
208
-343
2918
$8K ﹤0.01%
+357
2919
$8K ﹤0.01%
255
+55
2920
$8K ﹤0.01%
160
-1,405
2921
$8K ﹤0.01%
145
+45
2922
$8K ﹤0.01%
206
2923
$8K ﹤0.01%
300
2924
$8K ﹤0.01%
200
-100
2925
$8K ﹤0.01%
461
115 116
117
118 119