MFS
Mattson Financial Services Portfolio holdings
AUM
$371M
1-Year Return
17.08%
This Quarter Return
+1.39%
1 Year Return
+17.08%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$281M
AUM Growth
–
Cap. Flow
+$281M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.82%
Holding
270
New
269
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$8.83M |
| 2 |
Amazon
AMZN
|
$8.21M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$8.02M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$7.59M |
| 5 |
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% |
