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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
3701
$1K ﹤0.01%
+57
3702
$1K ﹤0.01%
+101
3703
$1K ﹤0.01%
21
+20
3704
$1K ﹤0.01%
41
3705
$1K ﹤0.01%
300
3706
$1K ﹤0.01%
51
3707
$1K ﹤0.01%
1,583
-201
3708
$1K ﹤0.01%
51
3709
$1K ﹤0.01%
200
3710
$1K ﹤0.01%
30
3711
$1K ﹤0.01%
30
3712
$1K ﹤0.01%
125
+55
3713
$1K ﹤0.01%
110
3714
$1K ﹤0.01%
100
3715
$1K ﹤0.01%
300
3716
$1K ﹤0.01%
161
-1,000
3717
$1K ﹤0.01%
33
3718
$1K ﹤0.01%
590
3719
$1K ﹤0.01%
267
-4,259
3720
$1K ﹤0.01%
400
3721
$1K ﹤0.01%
100
3722
$1K ﹤0.01%
50
3723
$1K ﹤0.01%
164
3724
$1K ﹤0.01%
+47
3725
$1K ﹤0.01%
71
147 148
149
150 151