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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
2401
$17K ﹤0.01%
1,442
2402
$17K ﹤0.01%
1,021
-3,499
2403
$17K ﹤0.01%
2,000
2404
$17K ﹤0.01%
254
2405
$17K ﹤0.01%
431
2406
$17K ﹤0.01%
829
-136
2407
$17K ﹤0.01%
1,342
+19
2408
$17K ﹤0.01%
571
2409
$17K ﹤0.01%
720
+670
2410
$17K ﹤0.01%
1,765
+165
2411
$17K ﹤0.01%
700
-672
2412
$17K ﹤0.01%
2,628
+843
2413
$17K ﹤0.01%
561
+5
2414
$17K ﹤0.01%
107
+18
2415
$17K ﹤0.01%
2,152
-145
2416
$17K ﹤0.01%
453
+53
2417
$17K ﹤0.01%
2,238
-229
2418
$17K ﹤0.01%
+1,576
2419
$17K ﹤0.01%
178
-4
2420
$17K ﹤0.01%
866
-150
2421
$17K ﹤0.01%
316
2422
$16K ﹤0.01%
211
-352
2423
$16K ﹤0.01%
969
2424
$16K ﹤0.01%
200
2425
$16K ﹤0.01%
180
-83
95 96
97
98 99