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
201
$13.9K ﹤0.01%
+658
202
$13.8K ﹤0.01%
+31
203
$13.8K ﹤0.01%
+290
204
$13.7K ﹤0.01%
+590
205
$13K ﹤0.01%
+52
206
$12.4K ﹤0.01%
+358
207
$11.8K ﹤0.01%
+1,851
208
$11.2K ﹤0.01%
+566
209
$10.9K ﹤0.01%
+55
210
$10.9K ﹤0.01%
+60
211
$10.7K ﹤0.01%
+179
212
$10.2K ﹤0.01%
+94
213
$6.61K ﹤0.01%
+24
214
$6.03K ﹤0.01%
+204
215
$5.96K ﹤0.01%
+40
216
$5.89K ﹤0.01%
+350
217
$5.63K ﹤0.01%
+248
218
$5.5K ﹤0.01%
+168
219
$5.43K ﹤0.01%
+143
220
$4.3K ﹤0.01%
+77
221
$3.49K ﹤0.01%
+200
222
$3.46K ﹤0.01%
+17
223
$3.44K ﹤0.01%
+52
224
$3.26K ﹤0.01%
+46
225
$3.07K ﹤0.01%
+17
7 8
9
10 11