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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
2376
$18K ﹤0.01%
974
+89
2377
$18K ﹤0.01%
492
-1,527
2378
$18K ﹤0.01%
230
-210
2379
$18K ﹤0.01%
202
2380
$18K ﹤0.01%
1,537
-1,031
2381
$18K ﹤0.01%
598
+87
2382
$18K ﹤0.01%
+3,000
2383
$18K ﹤0.01%
3,655
-200
2384
$18K ﹤0.01%
1,080
-472
2385
$18K ﹤0.01%
328
-17
2386
$18K ﹤0.01%
+1,023
2387
$17K ﹤0.01%
500
+150
2388
$17K ﹤0.01%
2,285
+703
2389
$17K ﹤0.01%
611
+55
2390
$17K ﹤0.01%
1,046
+536
2391
$17K ﹤0.01%
4,256
+2,016
2392
$17K ﹤0.01%
1,105
-43
2393
$17K ﹤0.01%
1,040
2394
$17K ﹤0.01%
190
2395
$17K ﹤0.01%
1,287
-1,841
2396
$17K ﹤0.01%
429
+295
2397
$17K ﹤0.01%
193
+43
2398
$17K ﹤0.01%
1,390
-172
2399
$17K ﹤0.01%
130
+14
2400
$17K ﹤0.01%
373
-42
94 95
96
97 98