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
$184M
AUM Growth
+$6.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.16M
3
+$2.68M
4
DLTR icon
Dollar Tree
DLTR
+$2.52M
5
CELG
Celgene Corp
CELG
+$1.46M

Top Sells

1
+$3.29M
2
+$2.25M
3
+$2.23M
4
AMZN icon
Amazon
AMZN
+$2.21M
5
BBY icon
Best Buy
BBY
+$2.01M

Sector Composition

1 Technology 12.99%
2 Financials 11.49%
3 Consumer Discretionary 10%
4 Consumer Staples 6.86%
5 Communication Services 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 1.48%
105,000
27
$2.68M 1.46%
+600,000
28
$2.52M 1.37%
+29,000
29
$2.52M 1.37%
39,000
+21,000
30
$2.16M 1.17%
33,075
31
$1.71M 0.93%
11,500
32
$1.63M 0.88%
39,500
-12,500
33
$1.46M 0.79%
+10,000
34
$1.43M 0.78%
10,500
35
$1.37M 0.74%
+30,000
36
$1.28M 0.7%
20,000
37
$1.23M 0.67%
6,000
38
$1.18M 0.64%
+10,000
39
$1.15M 0.63%
30,000
40
$1.14M 0.62%
10,000
41
$1.03M 0.56%
+28,000
42
$925K 0.5%
15,000
43
$808K 0.44%
4,500
44
$562K 0.31%
+40,000
45
– –
-16,700
46
– –
-35,000
47
– –
-1,200
48
– –
-8,000
49
– –
-32,000
50
– –
-21,000
1
2
3