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
$128M
AUM Growth
-$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.49M
3
+$2.4M
4
BA icon
Boeing
BA
+$2.26M
5
NKE icon
Nike
NKE
+$1.56M

Top Sells

1
+$5.8M
2
+$3.4M
3
+$2.85M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.52M
5
DAL icon
Delta Air Lines
DAL
+$2.02M

Sector Composition

1 Healthcare 15.36%
2 Financials 14.79%
3 Technology 10.55%
4 Consumer Discretionary 9.76%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,500
52
– –
-22,000
53
– –
-38,000
1 2
3