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%
15
3802
$1K ﹤0.01%
23
-78
3803
$1K ﹤0.01%
18
3804
$1K ﹤0.01%
1,497
3805
$1K ﹤0.01%
+281
3806
$1K ﹤0.01%
110
3807
$1K ﹤0.01%
200
3808
$1K ﹤0.01%
200
+100
3809
$1K ﹤0.01%
100
3810
$1K ﹤0.01%
1,649
3811
$1K ﹤0.01%
+101
3812
$1K ﹤0.01%
21
+20
3813
$1K ﹤0.01%
41
3814
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51
3815
$1K ﹤0.01%
200
3816
$1K ﹤0.01%
300
3817
$1K ﹤0.01%
161
-1,000
3818
$1K ﹤0.01%
33
3819
$1K ﹤0.01%
590
3820
$1K ﹤0.01%
22
3821
$1K ﹤0.01%
35
3822
$1K ﹤0.01%
25
3823
$1K ﹤0.01%
28
3824
$1K ﹤0.01%
+102
3825
$1K ﹤0.01%
35
151 152
153
154 155