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
$102M
AUM Growth
+$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.03M
3
+$1.01M
4
TSLA icon
Tesla
TSLA
+$995K
5
SHOP icon
Shopify
SHOP
+$930K

Top Sells

1
+$1.9M
2
+$1.64M
3
+$865K
4
MRK icon
Merck
MRK
+$851K
5
A icon
Agilent Technologies
A
+$830K

Sector Composition

1 Technology 30.21%
2 Consumer Discretionary 13.4%
3 Financials 12.91%
4 Communication Services 11.33%
5 Healthcare 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$574K 0.56%
10,000
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