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
$185M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.6M
3
+$2.42M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$2.35M
5
HPQ icon
HP
HPQ
+$2.27M

Top Sells

1
+$2.64M
2
+$2.63M
3
+$2.58M
4
V icon
Visa
V
+$2.56M
5
NOV icon
NOV
NOV
+$2.31M

Sector Composition

1 Healthcare 13.83%
2 Financials 9.02%
3 Technology 8.38%
4 Communication Services 8.3%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 1.2%
62,000
27
$2.22M 1.2%
18,000
28
$2.18M 1.18%
+43,400
29
$2.11M 1.14%
+20,000
30
$2.11M 1.14%
35,000
+13,000
31
$2.05M 1.11%
+42,000
32
$2.04M 1.11%
50,000
33
$2.01M 1.09%
31,590
34
$1.92M 1.04%
16,000
35
$1.92M 1.04%
38,000
36
$1.9M 1.02%
7,500
37
$1.81M 0.98%
+21,000
38
$1.76M 0.95%
16,000
39
$1.74M 0.94%
22,000
40
$1.73M 0.93%
+90,000
41
$1.7M 0.92%
+31,440
42
$1.69M 0.91%
+29,000
43
$1.67M 0.9%
20,000
-6,000
44
$1.66M 0.89%
20,000
45
$1.65M 0.89%
22,000
46
$1.64M 0.89%
14,350
47
$1.54M 0.83%
+25,000
48
$1.47M 0.79%
9,500
49
$1.46M 0.79%
+15,000
50
$1.29M 0.7%
+13,000
1
2
3 4