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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
3051
$6K ﹤0.01%
308
-124
3052
$6K ﹤0.01%
+100
3053
$6K ﹤0.01%
116
3054
$6K ﹤0.01%
218
-89
3055
$6K ﹤0.01%
+313
3056
$6K ﹤0.01%
133
+12
3057
$6K ﹤0.01%
375
3058
$6K ﹤0.01%
151
+81
3059
$6K ﹤0.01%
1,015
3060
$6K ﹤0.01%
232
3061
$6K ﹤0.01%
144
3062
$6K ﹤0.01%
693
-22
3063
$6K ﹤0.01%
+125
3064
$6K ﹤0.01%
19
3065
$6K ﹤0.01%
69
3066
$6K ﹤0.01%
191
-306
3067
$6K ﹤0.01%
70
-89
3068
$6K ﹤0.01%
45
3069
$6K ﹤0.01%
114
3070
$6K ﹤0.01%
548
3071
$6K ﹤0.01%
750
3072
$6K ﹤0.01%
400
3073
$6K ﹤0.01%
+150
3074
$6K ﹤0.01%
2,525
+2,500
3075
$6K ﹤0.01%
+200
121 122
123
124 125