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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
2126
$28K ﹤0.01%
617
-62
2127
$28K ﹤0.01%
2,005
+705
2128
$28K ﹤0.01%
2,053
2129
$28K ﹤0.01%
783
+10
2130
$27K ﹤0.01%
821
-152
2131
$27K ﹤0.01%
994
-10
2132
$27K ﹤0.01%
403
2133
$27K ﹤0.01%
325
+236
2134
$27K ﹤0.01%
745
-66
2135
$27K ﹤0.01%
569
+63
2136
$27K ﹤0.01%
345
2137
$27K ﹤0.01%
1,447
2138
$27K ﹤0.01%
448
-129
2139
$27K ﹤0.01%
3,696
2140
$27K ﹤0.01%
500
-125
2141
$27K ﹤0.01%
1,580
2142
$27K ﹤0.01%
3,000
-2,500
2143
$27K ﹤0.01%
1,921
+1,500
2144
$27K ﹤0.01%
230
+140
2145
$27K ﹤0.01%
644
-50
2146
$27K ﹤0.01%
1,211
-360
2147
$27K ﹤0.01%
1,000
+600
2148
$27K ﹤0.01%
+1,075
2149
$27K ﹤0.01%
467
+97
2150
$27K ﹤0.01%
1,400
+1,300
84 85
86
87 88