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
3826
$1K ﹤0.01%
35
3827
$1K ﹤0.01%
18
3828
$1K ﹤0.01%
+47
3829
$1K ﹤0.01%
21
3830
$1K ﹤0.01%
75
3831
$1K ﹤0.01%
60
-194
3832
$1K ﹤0.01%
120
-4,116
3833
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110
3834
$1K ﹤0.01%
27
+18
3835
$1K ﹤0.01%
54
3836
$1K ﹤0.01%
64
3837
$1K ﹤0.01%
43
3838
$1K ﹤0.01%
+100
3839
$1K ﹤0.01%
10
3840
$1K ﹤0.01%
146
3841
$1K ﹤0.01%
28
+4
3842
$1K ﹤0.01%
31
-3
3843
$1K ﹤0.01%
21
3844
$1K ﹤0.01%
126
3845
$1K ﹤0.01%
100
-440
3846
$1K ﹤0.01%
40
3847
$1K ﹤0.01%
716
-126
3848
$1K ﹤0.01%
+68
3849
$1K ﹤0.01%
110
+69
3850
$1K ﹤0.01%
52
152 153
154
155 156