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
3751
$1K ﹤0.01%
1,490
3752
$1K ﹤0.01%
15
-26
3753
$1K ﹤0.01%
108
-141
3754
$1K ﹤0.01%
18
3755
$1K ﹤0.01%
+20
3756
$1K ﹤0.01%
+58
3757
$1K ﹤0.01%
716
-126
3758
$1K ﹤0.01%
65
-175
3759
$1K ﹤0.01%
394
3760
$1K ﹤0.01%
18
-80
3761
$1K ﹤0.01%
+4
3762
$1K ﹤0.01%
36
3763
$1K ﹤0.01%
100
3764
$1K ﹤0.01%
44
3765
$1K ﹤0.01%
100
3766
$1K ﹤0.01%
30
-62
3767
$1K ﹤0.01%
71
3768
$1K ﹤0.01%
19
-21
3769
$1K ﹤0.01%
+78
3770
$1K ﹤0.01%
9
3771
$1K ﹤0.01%
50
3772
$1K ﹤0.01%
80
-3,038
3773
$1K ﹤0.01%
29
+20
3774
$1K ﹤0.01%
56
3775
$1K ﹤0.01%
80
149 150
151
152 153