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
$192M
AUM Growth
+$5.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.21M
3
+$2.01M
4
TWTR
Twitter, Inc.
TWTR
+$1.97M
5
CME icon
CME Group
CME
+$1.15M

Top Sells

1
+$7.84M
2
+$4.05M
3
+$2.86M
4
DIS icon
Walt Disney
DIS
+$2.31M
5
XPO icon
XPO
XPO
+$1.48M

Sector Composition

1 Technology 12.34%
2 Financials 12.11%
3 Consumer Discretionary 11.36%
4 Communication Services 7.49%
5 Healthcare 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.68M 1.39%
19,000
27
$2.67M 1.39%
35,000
28
$2.59M 1.35%
19,000
+1,500
29
$2.21M 1.15%
+15,000
30
$1.48M 0.77%
24,000
31
$1.44M 0.75%
32,000
32
$1.23M 0.64%
36,000
33
$1.15M 0.6%
+7,000
34
$1.08M 0.56%
+3,500
35
$999K 0.52%
+12,000
36
$925K 0.48%
+15,000
37
$837K 0.44%
5,000
38
$764K 0.4%
10,000
39
$750K 0.39%
+4,500
40
$747K 0.39%
+3,200
41
$731K 0.38%
+3,000
42
$654K 0.34%
+20,000
43
$637K 0.33%
+6,000
44
$539K 0.28%
+3,492
45
– –
-60,000
46
– –
-23,000
47
– –
-60,000
48
– –
-7,303
49
– –
-50,000
50
– –
-3,000
1
2
3