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
$170M
AUM Growth
+$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.76M
2 +$1.62M
3 +$1.5M
4
GM icon
General Motors
GM
+$1.46M
5
PG icon
Procter & Gamble
PG
+$1.39M

Top Sells

1 +$2.82M
2 +$2.6M
3 +$1.72M
4
ELV icon
Elevance Health
ELV
+$1.67M
5
CVS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,651
102
-7,500
103
-4,500