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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
3126
$5K ﹤0.01%
255
-3,330
3127
$5K ﹤0.01%
400
3128
$5K ﹤0.01%
1,000
3129
$5K ﹤0.01%
150
3130
$5K ﹤0.01%
184
+101
3131
$5K ﹤0.01%
109
+103
3132
$5K ﹤0.01%
329
-435
3133
$5K ﹤0.01%
250
3134
$5K ﹤0.01%
607
+584
3135
$5K ﹤0.01%
120
3136
$5K ﹤0.01%
15
3137
$5K ﹤0.01%
143
-1,408
3138
$5K ﹤0.01%
180
3139
$5K ﹤0.01%
126
-65
3140
$5K ﹤0.01%
195
-200
3141
$5K ﹤0.01%
1,686
+715
3142
$5K ﹤0.01%
160
3143
$5K ﹤0.01%
250
3144
$5K ﹤0.01%
635
+66
3145
$5K ﹤0.01%
100
+50
3146
$5K ﹤0.01%
320
-963
3147
$5K ﹤0.01%
1,000
3148
$5K ﹤0.01%
120
3149
$5K ﹤0.01%
700
3150
$5K ﹤0.01%
604
+13
124 125
126
127 128