MFS

Monetta Financial Services Portfolio holdings

AUM $143M
1-Year Est. Return 58.89%
This Quarter Est. Return
1 Year Est. Return
+58.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.54M
3
+$1.88M
4
MS icon
Morgan Stanley
MS
+$1.86M
5
JNPR
Juniper Networks
JNPR
+$1.82M

Top Sells

1
+$3.77M
2
+$3M
3
+$2.5M
4
COST icon
Costco
COST
+$2.16M
5
STZ icon
Constellation Brands
STZ
+$2.09M

Sector Composition

1 Financials 15.8%
2 Healthcare 10.88%
3 Technology 8.3%
4 Consumer Discretionary 7.46%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-39,000
102
– –
-90,247
103
– –
-85,000
104
– –
-13,290
105
– –
-21,000
106
– –
-4,500
107
– –
-22,500
108
– –
-21,000
109
– –
-60,000
110
– –
-8,000
1 2 3 4
5