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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%
38
+34
3852
$1K ﹤0.01%
100
3853
$1K ﹤0.01%
34
-30
3854
$1K ﹤0.01%
32
3855
$1K ﹤0.01%
29
-44
3856
$1K ﹤0.01%
14
3857
$1K ﹤0.01%
90
+50
3858
$1K ﹤0.01%
13
3859
$1K ﹤0.01%
60
-120
3860
$1K ﹤0.01%
33
+4
3861
$1K ﹤0.01%
10
3862
$1K ﹤0.01%
50
-101
3863
$1K ﹤0.01%
+50
3864
$1K ﹤0.01%
20
3865
– –
0
3866
$1K ﹤0.01%
20
+7
3867
$1K ﹤0.01%
+98
3868
$1K ﹤0.01%
36
-16
3869
$1K ﹤0.01%
140
3870
$1K ﹤0.01%
+60
3871
– –
0
3872
$1K ﹤0.01%
100
3873
$1K ﹤0.01%
240
+100
3874
$1K ﹤0.01%
20
+8
3875
$1K ﹤0.01%
125
153 154
155
156 157