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
$191M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.8M
3
+$2.74M
4
GE icon
GE Aerospace
GE
+$2.63M
5
FSLR icon
First Solar
FSLR
+$2.49M

Top Sells

1
+$3.2M
2
+$2.35M
3
+$2.22M
4
ORCL icon
Oracle
ORCL
+$2.04M
5
CTSH icon
Cognizant
CTSH
+$1.92M

Sector Composition

1 Communication Services 10.96%
2 Healthcare 10.36%
3 Financials 9.37%
4 Consumer Discretionary 8.81%
5 Technology 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 1.37%
25,000
27
$2.55M 1.34%
95,000
28
$2.52M 1.32%
89,590
29
$2.52M 1.32%
8,000
30
$2.49M 1.31%
20,000
31
$2.49M 1.3%
+35,000
32
$2.46M 1.29%
45,000
+30,000
33
$2.41M 1.27%
4,500
34
$2.36M 1.24%
154,140
35
$2.18M 1.14%
62,000
36
$2.17M 1.14%
56,000
+30,000
37
$1.96M 1.03%
31,590
38
$1.92M 1.01%
16,000
39
$1.89M 0.99%
7,500
40
$1.89M 0.99%
16,000
41
$1.81M 0.95%
90,000
42
$1.8M 0.94%
29,000
43
$1.79M 0.94%
20,000
44
$1.78M 0.93%
22,000
45
$1.77M 0.93%
15,000
46
$1.74M 0.91%
31,440
47
$1.73M 0.91%
20,000
48
$1.69M 0.89%
40,000
+10,000
49
$1.66M 0.87%
22,000
50
$1.44M 0.75%
+12,000
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