MFS

Monetta Financial Services Portfolio holdings

AUM $143M
1-Year Est. Return 58.89%
This Quarter Est. Return
1 Year Est. Return
+58.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$3.8M
3
+$2.65M
4
META icon
Meta Platforms (Facebook)
META
+$2.26M
5
BBY icon
Best Buy
BBY
+$2.01M

Top Sells

1
+$3.21M
2
+$2.3M
3
+$2.15M
4
GM icon
General Motors
GM
+$2.12M
5
DVN icon
Devon Energy
DVN
+$1.88M

Sector Composition

1 Consumer Discretionary 14.53%
2 Technology 9.96%
3 Financials 9.95%
4 Communication Services 9.57%
5 Industrials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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54
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55
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57
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58
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59
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60
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-8,000
61
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63
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64
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-25,000
65
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66
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67
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-55,000
68
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-22,500
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3