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
$129M
AUM Growth
+$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.57M
3
+$1.07M
4
SHOP icon
Shopify
SHOP
+$964K
5
CSCO icon
Cisco
CSCO
+$951K

Top Sells

1
+$4.23M
2
+$3.31M
3
+$2.6M
4
V icon
Visa
V
+$2.23M
5
BA icon
Boeing
BA
+$2.15M

Sector Composition

1 Technology 27.46%
2 Consumer Discretionary 14.25%
3 Communication Services 10.83%
4 Financials 10.26%
5 Healthcare 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-25,000
52
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-25,000
53
– –
-15,000
54
– –
-4,000
55
– –
-15,000
56
– –
-2,000
57
– –
-20,000
58
– –
-10,000
59
– –
-60,000
1 2
3