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
$161M
AUM Growth
-$8.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.97M
3
+$1.86M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.78M
5
SHW icon
Sherwin-Williams
SHW
+$1.76M

Top Sells

1
+$4.44M
2
+$2.93M
3
+$2.1M
4
JNPR
Juniper Networks
JNPR
+$1.93M
5
KR icon
Kroger
KR
+$1.92M

Sector Composition

1 Financials 14.95%
2 Consumer Discretionary 11.02%
3 Communication Services 8.52%
4 Healthcare 8.01%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$506K 0.31%
6,500
77
$432K 0.27%
13,000
78
$372K 0.23%
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