MFS
Monetta Financial Services Portfolio holdings
AUM
$138M
1-Year Est. Return
47.69%
1 Year Est. Return
+47.69%
AUM
$138M
AUM Growth
+$24.6M
(+22%)
Holding
61
Top Buys
| 1 | +$1.33M | |
| 2 | +$1.21M | |
| 3 | +$1.11M | |
| 4 |
Royalty Pharma
RPRX
|
+$1.08M |
| 5 |
Chipotle Mexican Grill
CMG
|
+$955K |
Top Sells
| 1 | +$3.02M | |
| 2 | +$1.01M | |
| 3 | +$970K | |
| 4 |
Nike
NKE
|
+$952K |
| 5 |
lululemon athletica
LULU
|
+$849K |
Sector Composition
| 1 | Technology | 25.24% |
| 2 | Communication Services | 16.41% |
| 3 | Consumer Discretionary | 15.86% |
| 4 | Financials | 12.17% |
| 5 | Consumer Staples | 5.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Expedia Group
EXPE
$26.6B
| $843K | 0.61% |
+5,000
|
|
||
52
Dutch Bros
BROS
$6.97B
| $820K | 0.6% |
12,000
|
|
||
53
Airbnb
ABNB
$77.1B
| $794K | 0.58% |
6,000
|
|
||
54
Arm
ARM
$175B
| – | – |
-5,000
|
|
||
55
DexCom
DXCM
$26.1B
| – | – |
-10,000
|
|
||
56
iShares Bitcoin Trust
IBIT
$81.5B
| – | – |
-15,000
|
|
||
|
57
lululemon athletica
LULU
$19.9B
| – | – |
-3,000
|
|
||
58
Southwest Airlines
LUV
$17.6B
| – | – |
-30,000
|
|
||
|
59
Nike
NKE
$99.6B
| – | – |
-15,000
|
|
||
60
Vertex Pharmaceuticals
VRTX
$107B
| – | – |
-2,000
|
|
||
61
Reddit
RDDT
$36.5B
| – | – |
-4,700
|
|