MFS

Monetta Financial Services Portfolio holdings

AUM $143M
1-Year Est. Return 58.89%
This Quarter Est. Return
1 Year Est. Return
+58.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$952K
3
+$864K
4
HWM icon
Howmet Aerospace
HWM
+$843K
5
DLTR icon
Dollar Tree
DLTR
+$826K

Top Sells

1
+$1.89M
2
+$1.69M
3
+$1.3M
4
GM icon
General Motors
GM
+$1.17M
5
IR icon
Ingersoll Rand
IR
+$1.09M

Sector Composition

1 Technology 22.11%
2 Communication Services 17.18%
3 Consumer Discretionary 15.61%
4 Financials 10.75%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.95%
+14,800
27
$1.06M 0.94%
9,000
28
$1.05M 0.93%
3,000
29
$1.01M 0.89%
30,000
30
$1M 0.89%
5,000
31
$974K 0.86%
8,000
32
$970K 0.86%
2,000
33
$952K 0.84%
+15,000
34
$916K 0.81%
22,000
35
$881K 0.78%
2,500
36
$864K 0.76%
+14,000
37
$849K 0.75%
3,000
38
$843K 0.75%
+6,500
39
$842K 0.75%
1,700
40
$837K 0.74%
5,000
41
$826K 0.73%
+11,000
42
$822K 0.73%
+4,500
43
$807K 0.71%
+4,000
44
$741K 0.66%
+12,000
45
$723K 0.64%
2,800
46
$717K 0.63%
+6,000
47
$717K 0.63%
900
-800
48
$704K 0.62%
10,000
49
$702K 0.62%
+15,000
50
$683K 0.6%
+10,000
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