MFS
Mattson Financial Services Portfolio holdings
AUM
$418M
1-Year Est. Return
18.57%
1 Year Est. Return
+18.57%
AUM
$371M
AUM Growth
+$38.2M
(+11%)
Holding
354
Top Buys
| 1 | +$1.82M | |
| 2 | +$1.79M | |
| 3 | +$1.74M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.39M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.23M |
Top Sells
| 1 | +$1.88M | |
| 2 | +$964K | |
| 3 | +$914K | |
| 4 |
Pfizer
PFE
|
+$753K |
| 5 |
SLB Ltd
SLB
|
+$693K |
Sector Composition
| 1 | Technology | 16.02% |
| 2 | Financials | 9.32% |
| 3 | Healthcare | 8.32% |
| 4 | Consumer Discretionary | 6.8% |
| 5 | Communication Services | 6.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Mid-America Apartment Communities
MAA
$16.1B
| – | – |
-5
|
|
||
352
iShares MBS ETF
MBB
$39.2B
| – | – |
-69
|
|
||
353
Mercantile Bank Corp
MBWM
$863M
| – | – |
-685
|
|
||
354
Mondelez International
MDLZ
$73.9B
| – | – |
-108
|
|