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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
4126
– –
-250
4127
$0 ﹤0.01%
40
4128
$0 ﹤0.01%
59
4129
$0 ﹤0.01%
21
4130
– –
-9,634
4131
$0 ﹤0.01%
26
+4
4132
$0 ﹤0.01%
12
4133
$0 ﹤0.01%
77
4134
$0 ﹤0.01%
2
-302
4135
$0 ﹤0.01%
9
4136
$0 ﹤0.01%
1
4137
$0 ﹤0.01%
6
4138
$0 ﹤0.01%
130
4139
$0 ﹤0.01%
100
4140
$0 ﹤0.01%
9
4141
$0 ﹤0.01%
+1
4142
$0 ﹤0.01%
101
4143
$0 ﹤0.01%
+266
4144
$0 ﹤0.01%
160
4145
– –
-225
4146
– –
-202
4147
– –
-3
4148
$0 ﹤0.01%
33
4149
– –
0
4150
– –
-9,152
164 165
166
167 168