MFS
Monetta Financial Services Portfolio holdings
AUM
$138M
1-Year Return
47.69%
This Quarter Return
-14.89%
1 Year Return
+47.69%
3 Year Return
+196.21%
5 Year Return
+330.57%
10 Year Return
+1,032.02%
AUM
$128M
AUM Growth
-$36M
(-22%)
Cap. Flow
-$16M
Cap. Flow
% of AUM
-12.51%
Top 10 Holdings %
Top 10 Hldgs %
65.54%
Holding
53
New
9
Increased
4
Reduced
7
Closed
17
Top Buys
| 1 |
AMRN
Amarin Corp
AMRN
|
$2.93M |
| 2 |
Intuitive Surgical
ISRG
|
$2.49M |
| 3 |
Illumina
ILMN
|
$2.4M |
| 4 |
Boeing
BA
|
$2.26M |
| 5 |
Nike
NKE
|
$1.56M |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$5.8M |
| 2 |
CELG
Celgene Corp
CELG
|
$3.4M |
| 3 |
Waste Management
WM
|
$2.85M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.52M |
| 5 |
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% |