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
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%
58
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