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MFS

Monetta Financial Services Portfolio holdings

AUM $129M
1-Year Est. Return 54.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$2.61M
2 +$1.74M
3 +$1.66M
4
CELG
Celgene Corp
CELG
+$1.49M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.41M

Top Sells

1 +$3.52M
2 +$1.77M
3 +$1.37M
4
APTV icon
Aptiv
APTV
+$1.36M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.07M

Sector Composition

1 Financials 14.22%
2 Consumer Discretionary 11.74%
3 Healthcare 9.72%
4 Communication Services 9.47%
5 Technology 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,000
102
-3,000
103
-11,220
104
-4,500
105
-17,918
106
-14,000
107
-4,635
108
-5,000
109
-8,500
110
-5,500
111
-10,000
112
-5,500