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MFS

Monetta Financial Services Portfolio holdings

AUM $129M
1-Year Est. Return 54.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.65M
2 +$1.45M
3 +$1.36M
4
GLW icon
Corning
GLW
+$1.33M
5
SBUX icon
Starbucks
SBUX
+$1.32M

Top Sells

1 +$1.48M
2 +$1.46M
3 +$1.45M
4
EXPE icon
Expedia Group
EXPE
+$1.42M
5
CEG icon
Constellation Energy
CEG
+$1.41M

Sector Composition

1 Technology 23.39%
2 Communication Services 15.17%
3 Consumer Discretionary 13.89%
4 Energy 7.54%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RCL icon
76
Royal Caribbean
RCL
$72.9B
-3,800