MFS
Monetta Financial Services Portfolio holdings
AUM
$138M
This Quarter Return
+8.99%
1 Year Return
+47.69%
3 Year Return
+196.21%
5 Year Return
+330.57%
10 Year Return
+1,032.02%
AUM
$170M
AUM Growth
+$170M
(+4.6%)
Cap. Flow
-$4.02M
Cap. Flow
% of AUM
-2.36%
Top 10 Holdings %
Top 10 Hldgs %
45.9%
Holding
103
New
17
Increased
9
Reduced
12
Closed
15
Top Buys
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$1.76M |
| 2 |
Chevron
CVX
|
$1.62M |
| 3 |
Aflac
AFL
|
$1.5M |
| 4 |
General Motors
GM
|
$1.46M |
| 5 |
Procter & Gamble
PG
|
$1.39M |
Top Sells
| 1 |
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
|
$2.82M |
| 2 |
Booking.com
BKNG
|
$2.6M |
| 3 |
Palo Alto Networks
PANW
|
$1.72M |
| 4 |
Elevance Health
ELV
|
$1.67M |
| 5 |
CVS Health
CVS
|
$1.57M |
Sector Composition
| 1 | Financials | 13.9% |
| 2 | Consumer Discretionary | 11.19% |
| 3 | Communication Services | 11.18% |
| 4 | Healthcare | 7.84% |
| 5 | Technology | 6.05% |