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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
2426
$16K ﹤0.01%
1,223
-55
2427
$16K ﹤0.01%
925
-10
2428
$16K ﹤0.01%
475
2429
$16K ﹤0.01%
1,201
2430
$16K ﹤0.01%
522
-399
2431
$16K ﹤0.01%
400
-586
2432
$16K ﹤0.01%
215
2433
$16K ﹤0.01%
503
2434
$16K ﹤0.01%
170
-70
2435
$16K ﹤0.01%
623
+352
2436
$16K ﹤0.01%
576
+111
2437
$16K ﹤0.01%
1,265
-178
2438
$16K ﹤0.01%
338
2439
$16K ﹤0.01%
1,130
-605
2440
$16K ﹤0.01%
372
+105
2441
$16K ﹤0.01%
414
-55
2442
$16K ﹤0.01%
242
-126
2443
$16K ﹤0.01%
495
-19
2444
$16K ﹤0.01%
495
-37
2445
$16K ﹤0.01%
1,110
-800
2446
$16K ﹤0.01%
648
-72
2447
$16K ﹤0.01%
586
+2
2448
$16K ﹤0.01%
540
-75
2449
$16K ﹤0.01%
13
+9
2450
$16K ﹤0.01%
1,632
96 97
98
99 100