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
$188M
AUM Growth
-$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.24M
3
+$2.24M
4
MDT icon
Medtronic
MDT
+$2.18M
5
LH icon
Labcorp
LH
+$2.14M

Top Sells

1
+$5.2M
2
+$4.88M
3
+$3.99M
4
AAPL icon
Apple
AAPL
+$3.67M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$3.43M

Sector Composition

1 Healthcare 12.58%
2 Financials 10.36%
3 Communication Services 9.26%
4 Technology 8.3%
5 Consumer Discretionary 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$693K 0.37%
+11,187
52
$664K 0.35%
7,000
53
$651K 0.35%
+7,500
54
$641K 0.34%
+27,000
55
$636K 0.34%
+10,000
56
$633K 0.34%
+1,500
57
$633K 0.34%
+5,000
58
$623K 0.33%
+5,000
59
$621K 0.33%
+14,000
60
$614K 0.33%
+900
61
$611K 0.33%
+9,800
62
$591K 0.31%
+17,918
63
$587K 0.31%
+6,500
64
$587K 0.31%
+25,036
65
$586K 0.31%
+14,000
66
$582K 0.31%
+11,000
67
$581K 0.31%
+15,000
68
$577K 0.31%
23,760
-23,760
69
$574K 0.31%
+4,100
70
$574K 0.31%
+7,000
71
$574K 0.31%
+4,100
72
$567K 0.3%
+10,000
73
$564K 0.3%
+5,000
74
$557K 0.3%
+3,200
75
$556K 0.3%
+5,500
1 2
3
4 5