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
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
$60.4K 0.02%
768
-8
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