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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
2276
$21K ﹤0.01%
+700
2277
$21K ﹤0.01%
1,459
+737
2278
$21K ﹤0.01%
476
2279
$21K ﹤0.01%
1,300
2280
$21K ﹤0.01%
144
2281
$21K ﹤0.01%
392
-1,229
2282
$21K ﹤0.01%
909
-2,500
2283
$21K ﹤0.01%
467
2284
$21K ﹤0.01%
6,918
+9
2285
$21K ﹤0.01%
300
2286
$21K ﹤0.01%
621
-1,297
2287
$21K ﹤0.01%
685
+10
2288
$20K ﹤0.01%
211
+71
2289
$20K ﹤0.01%
760
-100
2290
$20K ﹤0.01%
376
+41
2291
$20K ﹤0.01%
1,034
+34
2292
$20K ﹤0.01%
2,136
+378
2293
$20K ﹤0.01%
1,893
+1,195
2294
$20K ﹤0.01%
131
-43
2295
$20K ﹤0.01%
967
2296
$20K ﹤0.01%
200
2297
$20K ﹤0.01%
550
+500
2298
$20K ﹤0.01%
783
+253
2299
$20K ﹤0.01%
577
2300
$20K ﹤0.01%
1,496
+188
90 91
92
93 94