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
$121M
AUM Growth
-$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.31M
3
+$1.14M
4
CMG icon
Chipotle Mexican Grill
CMG
+$949K
5
CRWD icon
CrowdStrike
CRWD
+$908K

Top Sells

1
+$1.91M
2
+$1.85M
3
+$1.68M
4
PFE icon
Pfizer
PFE
+$1.59M
5
BKNG icon
Booking.com
BKNG
+$1.2M

Sector Composition

1 Technology 22.03%
2 Consumer Discretionary 14.31%
3 Financials 11.99%
4 Communication Services 10.27%
5 Healthcare 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$485K 0.4%
+10,000
52
$455K 0.38%
+5,000
53
$404K 0.33%
+3,000
54
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55
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56
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57
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58
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59
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60
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61
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62
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63
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64
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65
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66
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67
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68
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69
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-40,000
70
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-7,000
1 2
3