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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
3201
$4K ﹤0.01%
40
3202
$4K ﹤0.01%
48
+35
3203
$4K ﹤0.01%
177
3204
$4K ﹤0.01%
106
-30
3205
$4K ﹤0.01%
200
-600
3206
$4K ﹤0.01%
345
-700
3207
$4K ﹤0.01%
482
-197
3208
$4K ﹤0.01%
92
+27
3209
$4K ﹤0.01%
300
3210
$4K ﹤0.01%
80
3211
$4K ﹤0.01%
130
+105
3212
$4K ﹤0.01%
62
-228
3213
$4K ﹤0.01%
140
-46
3214
$4K ﹤0.01%
15
3215
$4K ﹤0.01%
100
3216
$4K ﹤0.01%
+145
3217
$4K ﹤0.01%
+232
3218
$4K ﹤0.01%
174
3219
$4K ﹤0.01%
+100
3220
$4K ﹤0.01%
400
3221
$4K ﹤0.01%
200
3222
$4K ﹤0.01%
190
3223
$4K ﹤0.01%
+200
3224
$4K ﹤0.01%
124
-96
3225
$4K ﹤0.01%
86
127 128
129
130 131