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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
3876
$1K ﹤0.01%
1,000
3877
– –
0
3878
$1K ﹤0.01%
+8
3879
– –
-72
3880
– –
-339
3881
– –
-280
3882
– –
-300
3883
– –
-697
3884
– –
-582
3885
– –
-709
3886
– –
-165
3887
– –
-450
3888
– –
-7,600
3889
– –
-100
3890
– –
-748
3891
– –
-10,000
3892
– –
-2
3893
$0 ﹤0.01%
6
3894
$0 ﹤0.01%
50
3895
$0 ﹤0.01%
4
+3
3896
$0 ﹤0.01%
15
3897
– –
-56
3898
– –
-2,027
3899
$0 ﹤0.01%
+2
3900
– –
-6
154 155
156
157 158