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
$176M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.54M
3
+$1.88M
4
MS icon
Morgan Stanley
MS
+$1.86M
5
JNPR
Juniper Networks
JNPR
+$1.82M

Top Sells

1
+$3.77M
2
+$3M
3
+$2.5M
4
COST icon
Costco
COST
+$2.16M
5
STZ icon
Constellation Brands
STZ
+$2.09M

Sector Composition

1 Financials 15.8%
2 Healthcare 10.88%
3 Technology 8.3%
4 Consumer Discretionary 7.46%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1.07%
19,500
27
$1.88M 1.07%
+9,000
28
$1.86M 1.06%
11,500
29
$1.86M 1.06%
+48,000
30
$1.82M 1.03%
+70,000
31
$1.77M 1%
13,000
-5,500
32
$1.76M 1%
42,000
+30,000
33
$1.67M 0.95%
46,000
+6,000
34
$1.62M 0.92%
95,000
35
$1.61M 0.92%
58,000
+28,000
36
$1.4M 0.79%
15,000
37
$1.36M 0.77%
+16,000
38
$1.33M 0.76%
18,000
-10,000
39
$1.33M 0.76%
8,400
40
$1.08M 0.61%
20,000
41
$927K 0.53%
6,000
42
$902K 0.51%
30,000
43
$711K 0.4%
11,187
44
$670K 0.38%
11,000
45
$667K 0.38%
7,500
46
$654K 0.37%
5,500
47
$643K 0.37%
10,000
48
$643K 0.37%
+12,000
49
$641K 0.36%
27,000
50
$626K 0.36%
10,000
1
2
3 4 5