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
$158M
AUM Growth
-$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.96M
2 +$1.84M
3 +$1.78M
4
PHM icon
Pultegroup
PHM
+$1.75M
5
ABBV icon
AbbVie
ABBV
+$1.7M

Top Sells

1 +$2.73M
2 +$2.42M
3 +$2.28M
4
MCD icon
McDonald's
MCD
+$2.14M
5
NFLX icon
Netflix
NFLX
+$1.86M

Sector Composition

1 Consumer Discretionary 15.59%
2 Financials 10.79%
3 Communication Services 7.93%
4 Healthcare 7.93%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,000
102
-16,500