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
$158M
AUM Growth
-$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.84M
3
+$1.78M
4
PHM icon
Pultegroup
PHM
+$1.75M
5
ABBV icon
AbbVie
ABBV
+$1.7M

Top Sells

1
+$2.73M
2
+$2.42M
3
+$2.28M
4
MCD icon
McDonald's
MCD
+$2.14M
5
NFLX icon
Netflix
NFLX
+$1.86M

Sector Composition

1 Consumer Discretionary 15.59%
2 Financials 10.79%
3 Communication Services 7.93%
4 Healthcare 7.93%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$681K 0.43%
22,000
52
$662K 0.42%
4,000
53
$656K 0.41%
9,671
54
$652K 0.41%
+20,000
55
$649K 0.41%
15,000
56
$614K 0.39%
11,000
57
$613K 0.39%
17,000
58
$612K 0.39%
+11,000
59
$596K 0.38%
7,500
60
$596K 0.38%
33,000
61
$591K 0.37%
4,000
62
$584K 0.37%
6,000
63
$574K 0.36%
13,000
64
$563K 0.36%
8,333
65
$561K 0.35%
9,800
66
$557K 0.35%
+50,000
67
$550K 0.35%
+4,000
68
$547K 0.35%
+11,000
69
$542K 0.34%
6,500
70
$536K 0.34%
+10,000
71
$532K 0.34%
+10,000
72
$531K 0.34%
+11,460
73
$509K 0.32%
+6,500
74
$500K 0.32%
+14,000
75
$473K 0.3%
+13,230
1 2
3
4 5