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
$87.8M
AUM Growth
-$7.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.17M
3
+$885K
4
BIIB icon
Biogen
BIIB
+$881K
5
WMT icon
Walmart
WMT
+$778K

Top Sells

1
+$2.96M
2
+$1.74M
3
+$1.29M
4
EOG icon
EOG Resources
EOG
+$1.22M
5
INCY icon
Incyte
INCY
+$912K

Sector Composition

1 Technology 18.41%
2 Consumer Discretionary 14.91%
3 Communication Services 12.88%
4 Financials 11.33%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$742K 0.84%
+8,500
27
$729K 0.83%
+6,000
28
$724K 0.82%
+2,000
29
$724K 0.82%
2,500
-1,500
30
$721K 0.82%
3,200
31
$689K 0.78%
8,000
-6,000
32
$676K 0.77%
+4,100
33
$675K 0.77%
5,000
+1,000
34
$651K 0.74%
4,000
35
$648K 0.74%
6,000
36
$628K 0.72%
6,000
37
$597K 0.68%
4,000
38
$542K 0.62%
7,000
39
$538K 0.61%
+15,000
40
$534K 0.61%
1,100
41
$522K 0.59%
1,300
42
$519K 0.59%
12,000
43
$519K 0.59%
3,500
+1,000
44
$505K 0.58%
2,200
45
$495K 0.56%
7,000
46
$480K 0.55%
10,000
47
$480K 0.55%
+5,500
48
$459K 0.52%
5,200
49
$459K 0.52%
9,500
50
$452K 0.51%
4,000
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2
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