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
$95.5M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$683K
2
+$675K
3
+$669K
4
IP icon
International Paper
IP
+$650K
5
PTC icon
PTC
PTC
+$648K

Top Sells

1
+$1.52M
2
+$1.51M
3
+$1.05M
4
CMG icon
Chipotle Mexican Grill
CMG
+$949K
5
CRWD icon
CrowdStrike
CRWD
+$908K

Sector Composition

1 Technology 18.23%
2 Consumer Discretionary 11.83%
3 Financials 10.96%
4 Communication Services 9%
5 Healthcare 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-13,000
77
– –
-10,000
78
– –
-1,000
79
– –
-2,000
1 2 3
4