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
151
$81.5K 0.03%
+2,288
152
$76.7K 0.03%
+1,536
153
$76K 0.03%
+2,651
154
$75.9K 0.03%
+484
155
$74.1K 0.03%
+370
156
$70.7K 0.03%
+2,369
157
$68.8K 0.02%
+1,970
158
$67.1K 0.02%
+387
159
$64.1K 0.02%
+1,965
160
$63.8K 0.02%
+614
161
$63.1K 0.02%
+361
162
$61K 0.02%
+776
163
$59.7K 0.02%
+474
164
$54.7K 0.02%
+255
165
$53.8K 0.02%
+1,594
166
$53.6K 0.02%
+1,262
167
$50.9K 0.02%
+1,977
168
$48.4K 0.02%
+1,098
169
$46.7K 0.02%
+1,630
170
$46.7K 0.02%
+4,171
171
$46.3K 0.02%
+2,704
172
$45.7K 0.02%
+2,634
173
$45.1K 0.02%
+487
174
$44.5K 0.02%
+2,959
175
$42.1K 0.02%
+793
5 6
7
8 9