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
3726
$1K ﹤0.01%
267
-4,259
3727
$1K ﹤0.01%
400
3728
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100
3729
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50
3730
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164
3731
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+47
3732
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71
3733
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44
3734
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33
3735
$1K ﹤0.01%
50
-897
3736
$1K ﹤0.01%
+87
3737
$1K ﹤0.01%
54
-728
3738
$1K ﹤0.01%
20
-141
3739
$1K ﹤0.01%
24
-171
3740
$1K ﹤0.01%
51
3741
$1K ﹤0.01%
44
3742
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63
3743
$1K ﹤0.01%
100
-75
3744
$1K ﹤0.01%
97
-44
3745
$1K ﹤0.01%
114
3746
$1K ﹤0.01%
250
3747
$1K ﹤0.01%
75
3748
$1K ﹤0.01%
52
3749
$1K ﹤0.01%
63
3750
$1K ﹤0.01%
15
148 149
150
151 152