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
76
$1.29M 0.46%
+16,582
77
$1.26M 0.45%
+12,521
78
$1.25M 0.45%
+4,005
79
$1.24M 0.44%
+5,509
80
$1.23M 0.44%
+5,316
81
$1.23M 0.44%
+6,992
82
$1.22M 0.43%
+4,703
83
$1.21M 0.43%
+2,843
84
$1.21M 0.43%
+8,820
85
$1.21M 0.43%
+4,730
86
$1.2M 0.43%
+4,677
87
$1.2M 0.43%
+26,029
88
$1.19M 0.43%
+1,579
89
$1.19M 0.43%
+17,000
90
$1.19M 0.42%
+6,116
91
$1.18M 0.42%
+42,296
92
$1.18M 0.42%
+9,506
93
$1.16M 0.41%
+8,719
94
$1.16M 0.41%
+6,751
95
$1.15M 0.41%
+18,892
96
$1.15M 0.41%
+19,125
97
$1.15M 0.41%
+21,463
98
$1.14M 0.41%
+9,789
99
$1.14M 0.4%
+25,435
100
$1.13M 0.4%
+4,845
2 3
4
5 6