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
$281M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$8.21M
3
+$8.02M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.59M
5
AAPL icon
Apple
AAPL
+$7.37M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.23%
2 Financials 12.55%
3 Healthcare 11.67%
4 Consumer Discretionary 8.71%
5 Consumer Staples 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 1%
+11,788
27
$2.74M 0.98%
+10,752
28
$2.71M 0.97%
+38,321
29
$2.68M 0.95%
+18,108
30
$2.64M 0.94%
+41,412
31
$2.58M 0.92%
+44,518
32
$2.55M 0.91%
+24,513
33
$2.53M 0.9%
+298,021
34
$2.5M 0.89%
+51,838
35
$2.48M 0.88%
+15,310
36
$2.44M 0.87%
+6,009
37
$2.41M 0.86%
+41,084
38
$2.37M 0.84%
+22,210
39
$2.34M 0.83%
+30,371
40
$2.33M 0.83%
+14,510
41
$2.32M 0.83%
+29,761
42
$2.3M 0.82%
+8,763
43
$2.25M 0.8%
+2,647
44
$2.19M 0.78%
+43,010
45
$2.14M 0.76%
+18,729
46
$2.13M 0.76%
+12,500
47
$2.12M 0.76%
+2,698
48
$2.08M 0.74%
+70,505
49
$2.03M 0.72%
+39,311
50
$2.02M 0.72%
+42,906
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