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
$91.8M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$960K
2 +$958K
3 +$859K
4
TJX icon
TJX Companies
TJX
+$800K
5
AIG icon
American International
AIG
+$788K

Top Sells

1 +$1.46M
2 +$1.08M
3 +$1.07M
4
ECL icon
Ecolab
ECL
+$1.03M
5
BIIB icon
Biogen
BIIB
+$940K

Sector Composition

1 Technology 30.2%
2 Communication Services 13.02%
3 Consumer Discretionary 12.68%
4 Financials 11.94%
5 Healthcare 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,000
52
-7,000
53
-10,000
54
-14,000
55
-6,000
56
-8,500
57
-1,300