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
76
$1.27M 0.46%
16,310
-272
77
$1.25M 0.45%
12,429
-92
78
$1.24M 0.45%
3,978
-27
79
$1.23M 0.44%
5,471
-38
80
$1.22M 0.44%
5,275
-41
81
$1.22M 0.44%
6,948
-44
82
$1.21M 0.43%
4,671
-32
83
$1.21M 0.43%
2,822
-21
84
$1.2M 0.43%
8,757
-63
85
$1.2M 0.43%
4,699
-31
86
$1.2M 0.43%
25,937
-92
87
$1.19M 0.43%
4,644
-33
88
$1.19M 0.43%
1,570
-9
89
$1.18M 0.42%
16,881
-119
90
$1.18M 0.42%
6,076
-40
91
$1.18M 0.42%
41,997
-299
92
$1.17M 0.42%
9,442
-64
93
$1.15M 0.41%
8,658
-61
94
$1.15M 0.41%
6,705
-46
95
$1.15M 0.41%
18,793
-99
96
$1.14M 0.41%
18,979
-146
97
$1.14M 0.41%
21,313
-150
98
$1.14M 0.41%
9,725
-64
99
$1.13M 0.41%
25,312
-123
100
$1.12M 0.4%
4,812
-33
2 3
4
5 6