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
$163M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.71M
3
+$1.67M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.4M
5
CELG
Celgene Corp
CELG
+$1.3M

Top Sells

1
+$3.31M
2
+$1.77M
3
+$1.36M
4
CVS icon
CVS Health
CVS
+$1.25M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.01M

Sector Composition

1 Financials 14.22%
2 Consumer Discretionary 11.74%
3 Healthcare 9.72%
4 Communication Services 9.47%
5 Technology 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$682K 0.42%
12,000
52
$651K 0.4%
900
53
$649K 0.4%
6,000
+3,000
54
$640K 0.39%
27,000
55
$622K 0.38%
11,000
56
$614K 0.38%
9,800
57
$607K 0.37%
7,500
58
$601K 0.37%
10,000
59
$587K 0.36%
20,000
60
$586K 0.36%
14,000
61
$578K 0.36%
4,000
62
$570K 0.35%
+15,000
63
$555K 0.34%
3,200
64
$554K 0.34%
9,671
65
$554K 0.34%
22,000
-3,036
66
$551K 0.34%
7,000
67
$550K 0.34%
+33,000
68
$530K 0.33%
+10,000
69
$521K 0.32%
+7,500
70
$512K 0.31%
+6,500
71
$499K 0.31%
6,500
72
$497K 0.31%
+10,000
73
$491K 0.3%
+5,000
74
$471K 0.29%
3,600
75
$469K 0.29%
+10,000
1 2
3
4 5