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
$279M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$21M
2
+$59K
3
+$55.7K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$49.7K
5
AAPL icon
Apple
AAPL
+$48.7K

Sector Composition

1 Technology 15.22%
2 Financials 12.55%
3 Healthcare 11.66%
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%
173
230
$2.81K ﹤0.01%
141
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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