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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
4076
$0 ﹤0.01%
67
4077
$0 ﹤0.01%
+4
4078
– –
0
4079
– –
0
4080
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7
4081
– –
-387
4082
$0 ﹤0.01%
+41
4083
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-60
4084
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1
4085
$0 ﹤0.01%
3
-20
4086
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0
4087
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16
4088
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2
-3
4089
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4090
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5
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4091
$0 ﹤0.01%
42
4092
$0 ﹤0.01%
18
-13
4093
– –
-273
4094
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$0 ﹤0.01%
22
4096
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4097
$0 ﹤0.01%
19
4098
– –
-1,000
4099
– –
-50
4100
$0 ﹤0.01%
18
162 163
164
165 166