MFS

Monetta Financial Services Portfolio holdings

AUM $140M
1-Year Est. Return 46.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.02M
3
+$932K
4
ORCL icon
Oracle
ORCL
+$931K
5
CAT icon
Caterpillar
CAT
+$867K

Top Sells

1
+$1.57M
2
+$1.54M
3
+$1.36M
4
ABBV icon
AbbVie
ABBV
+$1.04M
5
ACN icon
Accenture
ACN
+$936K

Sector Composition

1 Technology 28.93%
2 Communication Services 15.96%
3 Consumer Discretionary 12.64%
4 Financials 11.11%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-12,000
52
– –
-19,000
53
– –
-32,000
54
– –
-20,000
55
– –
-2,700
1 2
3