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
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