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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
3501
$2K ﹤0.01%
107
3502
$2K ﹤0.01%
+100
3503
$2K ﹤0.01%
+38
3504
$2K ﹤0.01%
+119
3505
$2K ﹤0.01%
86
3506
$2K ﹤0.01%
255
-100
3507
$2K ﹤0.01%
101
-1,590
3508
$2K ﹤0.01%
134
3509
$2K ﹤0.01%
115
3510
$2K ﹤0.01%
100
3511
$2K ﹤0.01%
74
3512
$2K ﹤0.01%
31
3513
$2K ﹤0.01%
100
3514
$2K ﹤0.01%
84
3515
$2K ﹤0.01%
57
-513
3516
$2K ﹤0.01%
293
3517
$2K ﹤0.01%
85
3518
$2K ﹤0.01%
60
+12
3519
$2K ﹤0.01%
427
-1
3520
$2K ﹤0.01%
20
-49
3521
$2K ﹤0.01%
252
+2
3522
$2K ﹤0.01%
+33
3523
$2K ﹤0.01%
350
-25
3524
$2K ﹤0.01%
+82
3525
$2K ﹤0.01%
25
139 140
141
142 143