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
$161M
AUM Growth
-$8.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.06M
3
+$1.92M
4
UNP icon
Union Pacific
UNP
+$1.91M
5
SHW icon
Sherwin-Williams
SHW
+$1.91M

Top Sells

1
+$4.57M
2
+$3.08M
3
+$2.1M
4
JNPR
Juniper Networks
JNPR
+$1.93M
5
KR icon
Kroger
KR
+$1.92M

Sector Composition

1 Financials 14.95%
2 Consumer Discretionary 11.02%
3 Communication Services 8.52%
4 Healthcare 8.01%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$722K 0.45%
10,000
+4,000
52
$717K 0.44%
900
53
$698K 0.43%
+17,952
54
$692K 0.43%
22,000
55
$685K 0.42%
10,000
56
$632K 0.39%
3,200
57
$623K 0.39%
+7,000
58
$622K 0.39%
6,000
59
$617K 0.38%
9,671
60
$614K 0.38%
9,800
61
$604K 0.37%
+4,000
62
$602K 0.37%
33,000
63
$600K 0.37%
8,000
64
$599K 0.37%
10,000
65
$595K 0.37%
+11,000
66
$576K 0.36%
6,000
67
$576K 0.36%
7,000
68
$574K 0.36%
+15,000
69
$566K 0.35%
4,000
70
$563K 0.35%
+8,333
71
$556K 0.34%
4,000
72
$554K 0.34%
7,500
73
$537K 0.33%
17,000
-33,000
74
$533K 0.33%
6,500
75
$517K 0.32%
11,000
1 2
3
4 5