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
176
$36.1K 0.01%
+937
177
$34.2K 0.01%
+128
178
$34K 0.01%
+206
179
$30.1K 0.01%
+358
180
$28.3K 0.01%
+1,508
181
$27.8K 0.01%
+685
182
$27.5K 0.01%
+352
183
$26.6K 0.01%
+57
184
$25.7K 0.01%
+873
185
$24.9K 0.01%
+419
186
$24.3K 0.01%
+123
187
$23.7K 0.01%
+405
188
$22.1K 0.01%
+84
189
$20.4K 0.01%
+1,628
190
$19.6K 0.01%
+107
191
$18.2K 0.01%
+391
192
$18K 0.01%
+1,169
193
$17.8K 0.01%
+75
194
$17K 0.01%
+50
195
$16.5K 0.01%
+155
196
$16.3K 0.01%
+84
197
$14.9K 0.01%
+362
198
$14.3K 0.01%
+595
199
$14.2K 0.01%
+320
200
$13.9K ﹤0.01%
+679