MFS

Monetta Financial Services Portfolio holdings

AUM $143M
1-Year Est. Return 58.89%
This Quarter Est. Return
1 Year Est. Return
+58.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
-$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.24M
3
+$2.24M
4
MDT icon
Medtronic
MDT
+$2.18M
5
LH icon
Labcorp
LH
+$2.14M

Top Sells

1
+$5.2M
2
+$4.88M
3
+$3.99M
4
AAPL icon
Apple
AAPL
+$3.67M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$3.43M

Sector Composition

1 Healthcare 12.58%
2 Financials 10.36%
3 Communication Services 9.26%
4 Technology 8.3%
5 Consumer Discretionary 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 1.14%
+19,788
27
$2.11M 1.12%
23,000
-4,000
28
$2.11M 1.12%
+19,500
29
$2.09M 1.11%
+18,000
30
$2.01M 1.07%
17,000
+5,000
31
$1.78M 0.95%
+21,000
32
$1.71M 0.91%
+60,000
33
$1.53M 0.82%
+40,000
34
$1.49M 0.79%
+11,500
35
$1.46M 0.78%
95,000
-95,000
36
$1.46M 0.78%
+39,000
37
$1.42M 0.76%
+15,000
38
$1.36M 0.72%
25,000
39
$1.35M 0.72%
+8,400
40
$1.35M 0.72%
30,000
-35,000
41
$1.33M 0.71%
+22,500
42
$1.32M 0.7%
8,000
-12,000
43
$1M 0.53%
20,000
44
$922K 0.49%
8,000
+2,000
45
$905K 0.48%
6,000
46
$889K 0.47%
+70,000
47
$847K 0.45%
30,000
-72,000
48
$830K 0.44%
+36,000
49
$816K 0.43%
+30,000
50
$735K 0.39%
+5,500
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2
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