MFS
Monetta Financial Services Portfolio holdings
AUM
$138M
This Quarter Return
+0.56%
1 Year Return
+47.69%
3 Year Return
+196.21%
5 Year Return
+330.57%
10 Year Return
+1,032.02%
AUM
$161M
AUM Growth
+$161M
(-5.2%)
Cap. Flow
-$7.76M
Cap. Flow
% of AUM
-4.81%
Top 10 Holdings %
Top 10 Hldgs %
44.01%
Holding
103
New
15
Increased
14
Reduced
4
Closed
25
Top Buys
| 1 |
Wynn Resorts
WYNN
|
$2.8M |
| 2 |
Walmart
WMT
|
$2.06M |
| 3 |
Intuitive Surgical
ISRG
|
$1.92M |
| 4 |
Union Pacific
UNP
|
$1.91M |
| 5 |
Sherwin-Williams
SHW
|
$1.91M |
Top Sells
| 1 |
Walt Disney
DIS
|
$4.57M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$3.08M |
| 3 |
Labcorp
LH
|
$2.1M |
| 4 |
JNPR
Juniper Networks
JNPR
|
$1.93M |
| 5 |
Kroger
KR
|
$1.92M |
Sector Composition
| 1 | Financials | 14.95% |
| 2 | Consumer Discretionary | 11.02% |
| 3 | Communication Services | 8.52% |
| 4 | Healthcare | 8.01% |
| 5 | Industrials | 6.21% |