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%
44
3802
$1K ﹤0.01%
63
3803
$1K ﹤0.01%
100
-75
3804
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250
3805
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75
3806
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52
3807
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63
3808
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15
3809
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118
3810
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15
-26
3811
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351
3812
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101
3813
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60
3814
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103
3815
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164
3816
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145
-934
3817
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18
-652
3818
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150
3819
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50
3820
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61
3821
$1K ﹤0.01%
+65
3822
$1K ﹤0.01%
322
3823
$1K ﹤0.01%
9
-22
3824
$1K ﹤0.01%
77
3825
$1K ﹤0.01%
36
151 152
153
154 155