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
$193M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$4.5M
2 +$3.23M
3 +$1.41M
4
ULTA icon
Ulta Beauty
ULTA
+$1.35M
5
DVN icon
Devon Energy
DVN
+$1.34M

Top Sells

1 +$2.91M
2 +$2.68M
3 +$2.52M
4
WDC icon
Western Digital
WDC
+$2.16M
5
COST icon
Costco
COST
+$1.86M

Sector Composition

1 Financials 11.98%
2 Consumer Discretionary 10.14%
3 Communication Services 8.72%
4 Technology 7.06%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-600,000
52
-28,000
53
-15,000
54
-4,500
55
-33,075
56
-39,000
57
-10,000