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
$185M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.6M
3
+$2.42M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$2.35M
5
HPQ icon
HP
HPQ
+$2.27M

Top Sells

1
+$2.64M
2
+$2.63M
3
+$2.58M
4
V icon
Visa
V
+$2.56M
5
NOV icon
NOV
NOV
+$2.31M

Sector Composition

1 Healthcare 13.83%
2 Financials 9.02%
3 Technology 8.38%
4 Communication Services 8.3%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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89
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-60,000
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4