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
251
$914 ﹤0.01%
22
252
$901 ﹤0.01%
13
253
$837 ﹤0.01%
20
254
$774 ﹤0.01%
3
255
$766 ﹤0.01%
21
256
$764 ﹤0.01%
7
257
$747 ﹤0.01%
2
258
$713 ﹤0.01%
5
259
$685 ﹤0.01%
3
260
$640 ﹤0.01%
3
261
$621 ﹤0.01%
3
262
$591 ﹤0.01%
3
263
$540 ﹤0.01%
10
264
$515 ﹤0.01%
16
265
$453 ﹤0.01%
2
266
$411 ﹤0.01%
3
267
$156 ﹤0.01%
6
268
$27 ﹤0.01%
1
269
– –
0
270
$14 ﹤0.01%
1
7 8 9 10
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