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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
3301
$4K ﹤0.01%
150
3302
$4K ﹤0.01%
+41
3303
$4K ﹤0.01%
172
3304
$4K ﹤0.01%
250
3305
$4K ﹤0.01%
90
3306
$4K ﹤0.01%
241
+1
3307
$4K ﹤0.01%
+67
3308
$4K ﹤0.01%
55
-7
3309
$4K ﹤0.01%
255
+176
3310
$4K ﹤0.01%
1,838
+87
3311
$4K ﹤0.01%
155
+55
3312
$4K ﹤0.01%
92
+34
3313
$4K ﹤0.01%
200
3314
$4K ﹤0.01%
268
-235
3315
$4K ﹤0.01%
300
+100
3316
$3K ﹤0.01%
104
3317
$3K ﹤0.01%
575
3318
$3K ﹤0.01%
80
-4
3319
$3K ﹤0.01%
24
-3
3320
$3K ﹤0.01%
117
+70
3321
$3K ﹤0.01%
+39
3322
$3K ﹤0.01%
200
3323
$3K ﹤0.01%
50
3324
$3K ﹤0.01%
175
3325
$3K ﹤0.01%
+164
131 132
133
134 135