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
$184M
AUM Growth
+$6.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.16M
3
+$2.68M
4
DLTR icon
Dollar Tree
DLTR
+$2.52M
5
CELG
Celgene Corp
CELG
+$1.46M

Top Sells

1
+$3.29M
2
+$2.25M
3
+$2.23M
4
AMZN icon
Amazon
AMZN
+$2.21M
5
BBY icon
Best Buy
BBY
+$2.01M

Sector Composition

1 Technology 12.99%
2 Financials 11.49%
3 Consumer Discretionary 10%
4 Consumer Staples 6.86%
5 Communication Services 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.7M 9.61%
70,000
2
$13.8M 7.5%
55,000
3
$8.77M 4.76%
76,000
4
$8.54M 4.64%
37,000
5
$8.36M 4.54%
63,000
6
$7.59M 4.12%
76,000
7
$7.24M 3.93%
188,000
8
$7.21M 3.91%
720,000
9
$6.39M 3.47%
37,000
10
$5.81M 3.15%
34,000
11
$5.75M 3.12%
120,000
12
$5.75M 3.12%
35,000
+8,000
13
$5.51M 2.99%
39,000
14
$5.48M 2.98%
114,000
-46,000
15
$5.29M 2.87%
27,000
16
$4.36M 2.37%
60,000
17
$4.31M 2.34%
170,000
18
$4.1M 2.22%
55,000
19
$3.83M 2.08%
+49,000
20
$3.82M 2.07%
40,000
21
$3.39M 1.84%
35,000
22
$3.16M 1.71%
+30,000
23
$2.91M 1.58%
120,000
24
$2.8M 1.52%
50,000
-35,000
25
$2.78M 1.51%
24,000
1
2 3