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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
3251
$4K ﹤0.01%
100
-133
3252
$4K ﹤0.01%
563
-20
3253
$4K ﹤0.01%
92
+81
3254
$4K ﹤0.01%
352
3255
$4K ﹤0.01%
100
3256
$4K ﹤0.01%
495
3257
$4K ﹤0.01%
250
-13
3258
$4K ﹤0.01%
+170
3259
$4K ﹤0.01%
59
3260
$4K ﹤0.01%
225
-1,275
3261
$4K ﹤0.01%
220
3262
$4K ﹤0.01%
236
3263
$4K ﹤0.01%
218
-200
3264
$4K ﹤0.01%
154
3265
$4K ﹤0.01%
225
+25
3266
$4K ﹤0.01%
254
3267
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300
3268
$4K ﹤0.01%
+1
3269
$4K ﹤0.01%
184
+150
3270
$4K ﹤0.01%
27
3271
$4K ﹤0.01%
109
-5
3272
$4K ﹤0.01%
250
3273
$4K ﹤0.01%
+255
3274
$4K ﹤0.01%
209
+4
3275
$4K ﹤0.01%
6
+3
129 130
131
132 133