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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
4276
$0 ﹤0.01%
60
4277
$0 ﹤0.01%
6
-9
4278
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0
4279
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20
4280
$0 ﹤0.01%
5
-5,561
4281
$0 ﹤0.01%
40
4282
– –
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4283
$0 ﹤0.01%
1
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4284
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0
4285
– –
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4286
$0 ﹤0.01%
100
-295
4287
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-1,200
4288
$0 ﹤0.01%
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4289
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4290
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17
-198
4291
$0 ﹤0.01%
1
4292
– –
-235
4293
$0 ﹤0.01%
6
-9
4294
– –
-619
168 169 170 171
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