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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
3001
$7K ﹤0.01%
252
3002
$7K ﹤0.01%
483
+1
3003
$7K ﹤0.01%
146
+101
3004
$7K ﹤0.01%
168
3005
$7K ﹤0.01%
347
3006
$7K ﹤0.01%
68
3007
$7K ﹤0.01%
260
+60
3008
$7K ﹤0.01%
2,694
+2,619
3009
$7K ﹤0.01%
300
3010
$7K ﹤0.01%
100
3011
$7K ﹤0.01%
309
3012
$7K ﹤0.01%
900
3013
$7K ﹤0.01%
1,752
3014
$7K ﹤0.01%
500
3015
$7K ﹤0.01%
198
+1
3016
$7K ﹤0.01%
588
-25
3017
$6K ﹤0.01%
105
3018
$6K ﹤0.01%
+340
3019
$6K ﹤0.01%
1,126
-916
3020
$6K ﹤0.01%
106
3021
$6K ﹤0.01%
+300
3022
$6K ﹤0.01%
7
+1
3023
$6K ﹤0.01%
271
+125
3024
$6K ﹤0.01%
175
-90
3025
$6K ﹤0.01%
511
119 120
121
122 123