MFS

Monetta Financial Services Portfolio holdings

AUM $138M
1-Year Est. Return 47.69%
This Quarter Est. Return
1 Year Est. Return
+47.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$4.52M
3
+$3.65M
4
FCX icon
Freeport-McMoran
FCX
+$2.64M
5
KO icon
Coca-Cola
KO
+$2.19M

Top Sells

1
+$3.17M
2
+$1.93M
3
+$1.67M
4
NFLX icon
Netflix
NFLX
+$1.51M
5
CPRI icon
Capri Holdings
CPRI
+$1.34M

Sector Composition

1 Financials 12.94%
2 Healthcare 12.1%
3 Consumer Discretionary 7.72%
4 Communication Services 7.49%
5 Technology 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 1.25%
26,000
27
$2.12M 1.23%
54,000
28
$2.06M 1.19%
18,000
29
$2.05M 1.18%
15,000
30
$2.04M 1.18%
+50,000
31
$2.02M 1.17%
7,500
+1,500
32
$2.01M 1.16%
+22,000
33
$1.95M 1.13%
+31,590
34
$1.94M 1.12%
21,000
35
$1.92M 1.11%
38,000
36
$1.91M 1.11%
50,000
+5,000
37
$1.91M 1.11%
60,000
38
$1.9M 1.1%
6,000
39
$1.86M 1.07%
22,000
+8,000
40
$1.84M 1.06%
16,000
41
$1.81M 1.05%
22,000
+4,000
42
$1.79M 1.03%
35,000
-10,000
43
$1.78M 1.03%
+16,000
44
$1.65M 0.95%
20,000
45
$1.57M 0.91%
22,000
46
$1.55M 0.89%
14,350
47
$1.46M 0.84%
+9,500
48
$1.43M 0.83%
12,000
-2,000
49
$1.41M 0.81%
40,000
-15,000
50
$1.4M 0.81%
+70,000
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