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
$315M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Sells

1 +$16.4M
2 +$3.65M
3 +$3.22M
4
ULST icon
SPDR SSGA Ultra Short Term Bond ETF
ULST
+$2.22M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$2.19M

Sector Composition

1 Technology 12.98%
2 Financials 9.46%
3 Healthcare 9.46%
4 Consumer Discretionary 7.31%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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