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
$86.8M
AUM Growth
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$971K
2
+$826K
3
+$720K
4
WDAY icon
Workday
WDAY
+$669K
5
CSCO icon
Cisco
CSCO
+$667K

Top Sells

1
+$1.38M
2
+$1.19M
3
+$1.17M
4
F icon
Ford
F
+$1.12M
5
GS icon
Goldman Sachs
GS
+$1.03M

Sector Composition

1 Technology 18.73%
2 Financials 13.55%
3 Consumer Discretionary 12.74%
4 Healthcare 12.34%
5 Communication Services 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$840K 0.97%
3,200
27
$826K 0.95%
+1,500
28
$739K 0.85%
5,000
29
$724K 0.83%
4,000
30
$722K 0.83%
2,500
31
$720K 0.83%
+3,000
32
$694K 0.8%
4,000
33
$694K 0.8%
25,000
+10,000
34
$671K 0.77%
4,500
+1,000
35
$669K 0.77%
+4,000
36
$667K 0.77%
+14,000
37
$662K 0.76%
+20,000
38
$655K 0.76%
2,000
39
$651K 0.75%
3,000
40
$632K 0.73%
+2,000
41
$627K 0.72%
12,000
42
$626K 0.72%
7,000
43
$610K 0.7%
1,300
44
$608K 0.7%
5,500
45
$584K 0.67%
+2,200
46
$571K 0.66%
+1,400
47
$563K 0.65%
1,100
48
$559K 0.64%
+10,000
49
$543K 0.63%
+6,198
50
$540K 0.62%
5,200
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