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
$111M
AUM Growth
+$5.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$970K
3
+$878K
4
LUV icon
Southwest Airlines
LUV
+$876K
5
PYPL icon
PayPal
PYPL
+$871K

Top Sells

1
+$2.57M
2
+$1.69M
3
+$1.1M
4
ZTS icon
Zoetis
ZTS
+$1.03M
5
UNH icon
UnitedHealth
UNH
+$989K

Sector Composition

1 Technology 31.13%
2 Communication Services 14.28%
3 Financials 13.17%
4 Consumer Discretionary 10.29%
5 Consumer Staples 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.94%
2,500
27
$1.04M 0.94%
5,700
28
$1.02M 0.92%
13,000
29
$989K 0.89%
2,000
-2,000
30
$988K 0.89%
8,500
31
$975K 0.88%
15,000
32
$970K 0.88%
+1,000
33
$936K 0.85%
2,700
34
$913K 0.82%
9,000
35
$903K 0.82%
15,000
36
$878K 0.79%
+9,000
37
$876K 0.79%
+30,000
38
$871K 0.79%
+13,000
39
$839K 0.76%
19,000
-5,000
40
$839K 0.76%
+20,000
41
$836K 0.76%
2,000
-500
42
$833K 0.75%
+2,700
43
$820K 0.74%
+12,000
44
$757K 0.68%
1,500
-900
45
$746K 0.67%
+6,500
46
$726K 0.66%
+6,000
47
$725K 0.66%
+32,000
48
– –
-10,000
49
– –
-12,000
50
– –
-7,000
1
2
3