MFS
Mattson Financial Services Portfolio holdings
AUM
$371M
This Quarter Return
+5.57%
1 Year Return
+17.08%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$279M
AUM Growth
+$279M
(-0.65%)
Cap. Flow
-$1.83M
Cap. Flow
% of AUM
-0.66%
Top 10 Holdings %
Top 10 Hldgs %
23.83%
Holding
270
New
–
Increased
–
Reduced
140
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
Microsoft
MSFT
|
$59K |
| 2 |
Amazon
AMZN
|
$55.7K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$49.7K |
| 4 |
Apple
AAPL
|
$48.7K |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$46.5K |
Sector Composition
| 1 | Technology | 15.22% |
| 2 | Financials | 12.55% |
| 3 | Healthcare | 11.66% |
| 4 | Consumer Discretionary | 8.71% |
| 5 | Consumer Staples | 6.18% |
