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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
3476
$2K ﹤0.01%
31
-116
3477
$2K ﹤0.01%
35
-58
3478
$2K ﹤0.01%
240
3479
$2K ﹤0.01%
200
3480
$2K ﹤0.01%
50
-200
3481
$2K ﹤0.01%
69
3482
$2K ﹤0.01%
33
3483
$2K ﹤0.01%
1,540
3484
$2K ﹤0.01%
56
3485
$2K ﹤0.01%
+102
3486
$2K ﹤0.01%
100
3487
$2K ﹤0.01%
455
3488
$2K ﹤0.01%
40
-20
3489
$2K ﹤0.01%
52
-19
3490
– –
0
3491
$2K ﹤0.01%
27
3492
$2K ﹤0.01%
500
-200
3493
$2K ﹤0.01%
75
3494
$2K ﹤0.01%
155
3495
$2K ﹤0.01%
220
3496
$2K ﹤0.01%
90
-25
3497
$2K ﹤0.01%
41
-60
3498
$2K ﹤0.01%
45
+27
3499
$2K ﹤0.01%
100
3500
$2K ﹤0.01%
282
-122
138 139
140
141 142