MFS
Monetta Financial Services Portfolio holdings
AUM
$143M
1-Year Est. Return
58.89%
1 Year Est. Return
+58.89%
AUM
$143M
AUM Growth
+$5.2M
(+3.8%)
Holding
69
Top Buys
| 1 | +$1.58M | |
| 2 | +$1.52M | |
| 3 | +$1.42M | |
| 4 |
Phillips 66
PSX
|
+$1.37M |
| 5 |
BWX Technologies
BWXT
|
+$1.29M |
Top Sells
| 1 | +$2.68M | |
| 2 | +$1.8M | |
| 3 | +$1.66M | |
| 4 |
Palantir
PLTR
|
+$1.61M |
| 5 |
Williams Companies
WMB
|
+$1.26M |
Sector Composition
| 1 | Technology | 24.75% |
| 2 | Communication Services | 17.17% |
| 3 | Consumer Discretionary | 14.06% |
| 4 | Financials | 12.03% |
| 5 | Industrials | 4.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Roblox
RBLX
$67.6B
| $970K | 0.68% |
+7,000
|
|
||
52
Cisco
CSCO
$308B
| $958K | 0.67% |
14,000
|
|
||
53
Lennar Class A
LEN
$30.6B
| $945K | 0.66% |
+7,500
|
|
||
54
Mercado Libre
MELI
$105B
| $818K | 0.57% |
350
|
|
||
55
Illumina
ILMN
$19.7B
| $807K | 0.57% |
+8,500
|
|
||
56
Snap
SNAP
$13.5B
| $771K | 0.54% |
+100,000
|
|
||
57
Nike
NKE
$97.4B
| $767K | 0.54% |
+11,000
|
|
||
58
American International
AIG
$41.6B
| – | – |
-13,000
|
|
||
59
Dutch Bros
BROS
$7.44B
| – | – |
-12,000
|
|
||
60
Chipotle Mexican Grill
CMG
$44.9B
| – | – |
-17,000
|
|
||
61
Dollar Tree
DLTR
$24.3B
| – | – |
-11,000
|
|
||
62
Howmet Aerospace
HWM
$76.8B
| – | – |
-6,500
|
|
||
63
Intuitive Surgical
ISRG
$203B
| – | – |
-1,700
|
|
||
64
ServiceNow
NOW
$177B
| – | – |
-1,100
|
|
||
65
Snowflake
SNOW
$77.8B
| – | – |
-4,500
|
|
||
66
TJX Companies
TJX
$170B
| – | – |
-8,000
|
|
||
67
Visa
V
$638B
| – | – |
-2,400
|
|
||
|
68
Williams Companies
WMB
$76.9B
| – | – |
-20,000
|
|
||
69
Airbnb
ABNB
$75.5B
| – | – |
-6,000
|
|