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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
3376
$3K ﹤0.01%
246
+116
3377
$3K ﹤0.01%
47
-20
3378
$3K ﹤0.01%
80
+63
3379
$3K ﹤0.01%
525
3380
$3K ﹤0.01%
82
-148
3381
$3K ﹤0.01%
100
3382
$3K ﹤0.01%
318
3383
$3K ﹤0.01%
+75
3384
$3K ﹤0.01%
417
3385
$3K ﹤0.01%
100
3386
$3K ﹤0.01%
35
3387
– –
0
3388
$3K ﹤0.01%
3
3389
$3K ﹤0.01%
250
3390
$3K ﹤0.01%
279
+199
3391
$3K ﹤0.01%
26
-1
3392
$3K ﹤0.01%
240
3393
$3K ﹤0.01%
178
+147
3394
$3K ﹤0.01%
87
3395
$3K ﹤0.01%
200
3396
$3K ﹤0.01%
94
-12
3397
$3K ﹤0.01%
16
-61
3398
$3K ﹤0.01%
94
3399
$3K ﹤0.01%
75
-277
3400
$3K ﹤0.01%
225
134 135
136
137 138