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
3801
$1K ﹤0.01%
394
3802
$1K ﹤0.01%
+28
3803
$1K ﹤0.01%
+4
3804
$1K ﹤0.01%
36
3805
$1K ﹤0.01%
100
3806
$1K ﹤0.01%
44
3807
$1K ﹤0.01%
100
3808
$1K ﹤0.01%
30
-62
3809
$1K ﹤0.01%
71
3810
$1K ﹤0.01%
350
3811
$1K ﹤0.01%
+51
3812
$1K ﹤0.01%
38
3813
$1K ﹤0.01%
6
-66
3814
$1K ﹤0.01%
17
-2
3815
$1K ﹤0.01%
+149
3816
$1K ﹤0.01%
+56
3817
$1K ﹤0.01%
22
3818
$1K ﹤0.01%
35
3819
$1K ﹤0.01%
25
3820
$1K ﹤0.01%
28
3821
$1K ﹤0.01%
19
-21
3822
$1K ﹤0.01%
+78
3823
$1K ﹤0.01%
9
3824
$1K ﹤0.01%
50
3825
$1K ﹤0.01%
80
-3,038
151 152
153
154 155