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
51
$2M 0.71%
+17,670
52
$1.98M 0.7%
+8,960
53
$1.92M 0.69%
+2,850
54
$1.85M 0.66%
+19,178
55
$1.84M 0.66%
+32,472
56
$1.78M 0.63%
+24,108
57
$1.75M 0.62%
+2,712
58
$1.7M 0.61%
+18,517
59
$1.64M 0.59%
+2,503
60
$1.64M 0.58%
+49,557
61
$1.62M 0.58%
+10,418
62
$1.6M 0.57%
+14,767
63
$1.59M 0.57%
+49,874
64
$1.56M 0.55%
+33,019
65
$1.55M 0.55%
+6,516
66
$1.51M 0.54%
+31,107
67
$1.51M 0.54%
+112,512
68
$1.49M 0.53%
+38,226
69
$1.43M 0.51%
+5,639
70
$1.41M 0.5%
+6,428
71
$1.4M 0.5%
+9,937
72
$1.4M 0.5%
+12,131
73
$1.38M 0.49%
+4,013
74
$1.34M 0.48%
+26,181
75
$1.31M 0.47%
+45,630
1 2
3
4 5