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
$105M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$1.08M
2 +$893K
3 +$891K
4
ABBV icon
AbbVie
ABBV
+$883K
5
GILD icon
Gilead Sciences
GILD
+$851K

Top Sells

1 +$1.41M
2 +$936K
3 +$925K
4
SHOP icon
Shopify
SHOP
+$786K
5
LEN icon
Lennar Class A
LEN
+$673K

Sector Composition

1 Technology 29.41%
2 Communication Services 13.13%
3 Financials 11.25%
4 Consumer Discretionary 11.15%
5 Healthcare 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,500
52
-10,000