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
3851
$1K ﹤0.01%
54
3852
$1K ﹤0.01%
64
3853
$1K ﹤0.01%
43
3854
$1K ﹤0.01%
+100
3855
$1K ﹤0.01%
10
3856
$1K ﹤0.01%
146
3857
$1K ﹤0.01%
28
+4
3858
$1K ﹤0.01%
31
-3
3859
$1K ﹤0.01%
21
3860
$1K ﹤0.01%
126
3861
$1K ﹤0.01%
100
-440
3862
$1K ﹤0.01%
40
3863
$1K ﹤0.01%
+68
3864
$1K ﹤0.01%
110
+69
3865
$1K ﹤0.01%
52
3866
$1K ﹤0.01%
36
3867
$1K ﹤0.01%
+28
3868
$1K ﹤0.01%
350
3869
$1K ﹤0.01%
+51
3870
$1K ﹤0.01%
38
3871
$1K ﹤0.01%
6
-66
3872
$1K ﹤0.01%
17
-2
3873
$1K ﹤0.01%
+149
3874
$1K ﹤0.01%
+56
3875
$1K ﹤0.01%
30
153 154
155
156 157