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 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$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 Limited
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
Cleveland-Cliffs
CLF
$6.59B
| – | – |
-24
|
|
||
352
VanEck CLO ETF
CLOI
$1.22B
| – | – |
-2,905
|
|
||
353
Panagram BBB-B CLO ETF
CLOZ
$858M
| – | – |
-5,142
|
|
||
354
Canadian Imperial Bank of Commerce
CM
$74.6B
| – | – |
-25
|
|