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
$191M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.8M
3
+$2.74M
4
GE icon
GE Aerospace
GE
+$2.63M
5
FSLR icon
First Solar
FSLR
+$2.49M

Top Sells

1
+$3.2M
2
+$2.35M
3
+$2.22M
4
ORCL icon
Oracle
ORCL
+$2.04M
5
CTSH icon
Cognizant
CTSH
+$1.92M

Sector Composition

1 Communication Services 10.96%
2 Healthcare 10.36%
3 Financials 9.37%
4 Consumer Discretionary 8.81%
5 Technology 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-6,615
77
– –
-27,000
78
– –
-20,000
79
– –
-5,000
80
– –
-8,000
1 2 3
4