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
$163M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.71M
3
+$1.67M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.4M
5
CELG
Celgene Corp
CELG
+$1.3M

Top Sells

1
+$3.31M
2
+$1.77M
3
+$1.36M
4
CVS icon
CVS Health
CVS
+$1.25M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.01M

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
– –
-5,000
102
– –
-18,000
103
– –
-7,151
104
– –
-5,000
105
– –
-7,500
106
– –
-14,000
107
– –
-4,635
108
– –
-5,000
109
– –
-8,500
110
– –
-5,500
111
– –
-10,000
112
– –
-5,500
1 2 3 4
5