We are live on ! Find out more
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
3601
$2K ﹤0.01%
54
3602
$2K ﹤0.01%
17
-9
3603
$2K ﹤0.01%
96
3604
$2K ﹤0.01%
200
3605
$2K ﹤0.01%
123
3606
$2K ﹤0.01%
114
3607
$2K ﹤0.01%
4
3608
$2K ﹤0.01%
18
3609
$2K ﹤0.01%
148
+48
3610
$2K ﹤0.01%
99
+50
3611
$2K ﹤0.01%
7
3612
$2K ﹤0.01%
100
3613
– –
0
3614
$2K ﹤0.01%
100
-400
3615
$2K ﹤0.01%
9
-3
3616
$2K ﹤0.01%
63
-176
3617
$2K ﹤0.01%
202
3618
$2K ﹤0.01%
100
3619
$2K ﹤0.01%
51
3620
$2K ﹤0.01%
1,000
3621
$2K ﹤0.01%
169
-1,597
3622
$2K ﹤0.01%
236
3623
$2K ﹤0.01%
100
3624
$2K ﹤0.01%
+275
3625
$2K ﹤0.01%
277
143 144
145
146 147