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
$102M
AUM Growth
+$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.03M
3
+$1.01M
4
TSLA icon
Tesla
TSLA
+$995K
5
SHOP icon
Shopify
SHOP
+$930K

Top Sells

1
+$1.9M
2
+$1.64M
3
+$865K
4
MRK icon
Merck
MRK
+$851K
5
A icon
Agilent Technologies
A
+$830K

Sector Composition

1 Technology 30.21%
2 Consumer Discretionary 13.4%
3 Financials 12.91%
4 Communication Services 11.33%
5 Healthcare 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$930K 0.91%
+14,400
27
$912K 0.89%
8,500
28
$910K 0.89%
3,000
29
$895K 0.88%
5,200
+1,200
30
$882K 0.86%
15,000
31
$880K 0.86%
2,500
32
$880K 0.86%
+17,000
33
$871K 0.85%
5,000
34
$867K 0.85%
10,000
35
$863K 0.84%
20,000
36
$843K 0.82%
+10,000
37
$842K 0.82%
8,500
-2,000
38
$833K 0.81%
+2,700
39
$808K 0.79%
+5,500
40
$805K 0.79%
7,000
41
$803K 0.78%
+24,000
42
$784K 0.77%
12,000
43
$768K 0.75%
+12,000
44
$760K 0.74%
+1,700
45
$752K 0.74%
6,198
46
$743K 0.73%
+7,000
47
$698K 0.68%
+14,000
48
$662K 0.65%
6,000
+2,500
49
$630K 0.62%
5,200
50
$612K 0.6%
1,300
1
2
3