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

Top Buys

1 +$706K
2 +$647K
3 +$638K
4
ALB icon
Albemarle
ALB
+$627K
5
SYY icon
Sysco
SYY
+$593K

Top Sells

1 +$1.4M
2 +$1.22M
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
-26,000
77
-14,000
78
-1,000
79
-2,000