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
$279M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$21M
2
+$59K
3
+$55.7K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$49.7K
5
AAPL icon
Apple
AAPL
+$48.7K

Sector Composition

1 Technology 15.22%
2 Financials 12.55%
3 Healthcare 11.66%
4 Consumer Discretionary 8.71%
5 Consumer Staples 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.71%
17,535
-135
52
$1.96M 0.7%
8,904
-56
53
$1.91M 0.68%
2,825
-25
54
$1.84M 0.66%
19,028
-150
55
$1.83M 0.66%
32,256
-216
56
$1.77M 0.63%
23,956
-152
57
$1.74M 0.62%
2,695
-17
58
$1.68M 0.6%
18,335
-182
59
$1.64M 0.59%
2,488
-15
60
$1.63M 0.58%
49,226
-331
61
$1.61M 0.58%
10,348
-70
62
$1.59M 0.57%
14,670
-97
63
$1.58M 0.57%
49,549
-325
64
$1.55M 0.55%
32,794
-225
65
$1.54M 0.55%
6,475
-41
66
$1.51M 0.54%
30,983
-124
67
$1.49M 0.53%
110,929
-1,583
68
$1.48M 0.53%
37,958
-268
69
$1.42M 0.51%
5,606
-33
70
$1.4M 0.5%
6,386
-42
71
$1.39M 0.5%
9,869
-68
72
$1.39M 0.5%
12,054
-77
73
$1.37M 0.49%
3,985
-28
74
$1.33M 0.48%
25,994
-187
75
$1.3M 0.47%
45,335
-295
1 2
3
4 5