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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
3676
$1K ﹤0.01%
38
3677
$1K ﹤0.01%
106
-100
3678
$1K ﹤0.01%
+17
3679
$1K ﹤0.01%
50
3680
$1K ﹤0.01%
15
3681
$1K ﹤0.01%
23
-78
3682
$1K ﹤0.01%
18
3683
$1K ﹤0.01%
1,000
3684
$1K ﹤0.01%
100
3685
$1K ﹤0.01%
140
-30
3686
$1K ﹤0.01%
+113
3687
$1K ﹤0.01%
1,497
3688
$1K ﹤0.01%
+281
3689
$1K ﹤0.01%
110
3690
$1K ﹤0.01%
200
3691
$1K ﹤0.01%
+52
3692
$1K ﹤0.01%
+500
3693
$1K ﹤0.01%
+102
3694
$1K ﹤0.01%
200
+100
3695
$1K ﹤0.01%
100
3696
$1K ﹤0.01%
1,649
3697
$1K ﹤0.01%
100
3698
$1K ﹤0.01%
125
+105
3699
$1K ﹤0.01%
1,000
3700
$1K ﹤0.01%
59
-2,520
146 147
148
149 150