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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
4051
– –
0
4052
$0 ﹤0.01%
12
4053
– –
-9
4054
– –
-1,075
4055
$0 ﹤0.01%
34
4056
$0 ﹤0.01%
9
-24
4057
– –
-1,447
4058
$0 ﹤0.01%
100
4059
$0 ﹤0.01%
21
4060
$0 ﹤0.01%
21
4061
– –
-12
4062
$0 ﹤0.01%
1
-56
4063
$0 ﹤0.01%
+150
4064
– –
0
4065
– –
-65
4066
– –
-178
4067
– –
0
4068
– –
0
4069
$0 ﹤0.01%
49
4070
– –
-872
4071
$0 ﹤0.01%
11
-393
4072
$0 ﹤0.01%
2
4073
$0 ﹤0.01%
6
-5
4074
– –
-9
4075
$0 ﹤0.01%
22
-1,132
161 162
163
164 165