MFS

Mattson Financial Services Portfolio holdings

AUM $418M
1-Year Est. Return 18.57%
This Quarter Est. Return
1 Year Est. Return
+18.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$8.21M
3
+$8.02M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.59M
5
AAPL icon
Apple
AAPL
+$7.37M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.23%
2 Financials 12.55%
3 Healthcare 11.67%
4 Consumer Discretionary 8.71%
5 Consumer Staples 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.95K ﹤0.01%
+19
227
$2.82K ﹤0.01%
+147
228
$2.81K ﹤0.01%
+155
229
$2.81K ﹤0.01%
+141
230
$2.81K ﹤0.01%
+173
231
$2.81K ﹤0.01%
+146
232
$2.73K ﹤0.01%
+45
233
$2.51K ﹤0.01%
+181
234
$2.47K ﹤0.01%
+27
235
$2.46K ﹤0.01%
+31
236
$2.38K ﹤0.01%
+83
237
$2.22K ﹤0.01%
+97
238
$2.18K ﹤0.01%
+96
239
$2.06K ﹤0.01%
+8
240
$2.05K ﹤0.01%
+59
241
$2.03K ﹤0.01%
+22
242
$1.71K ﹤0.01%
+23
243
$1.69K ﹤0.01%
+42
244
$1.64K ﹤0.01%
+1
245
$1.62K ﹤0.01%
+17
246
$1.46K ﹤0.01%
+39
247
$1.33K ﹤0.01%
+45
248
$1.33K ﹤0.01%
+34
249
$1.03K ﹤0.01%
+6
250
$986 ﹤0.01%
+14
7 8 9
10
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