Laurel Steward
@Mattson Financial Services, Llc
Latest period2024 - Q3ReportedManaged Assets$278.923MTotal holdings270
Assets growth rate-0.65%Assets growth rate (2-Q avg)-0.32%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Mattson Financial Services, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 270 positions.
Assets under management
The assets under management (AUM) of Mattson Financial Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 278.923M in assets, with a quarterly growth rate of -0.65% and a 2-quarter average growth rate of -0.32%. The portfolio is managed by Laurel Steward, and others.
Portfolio holdings
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