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MFS

Monetta Financial Services Portfolio holdings

AUM $129M
1-Year Est. Return 54.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.33M
3
+$1.29M
4
BWXT icon
BWX Technologies
BWXT
+$1.13M
5
APP icon
Applovin
APP
+$1.01M

Top Sells

1
+$2.78M
2
+$1.83M
3
+$1.47M
4
PLTR icon
Palantir
PLTR
+$1.43M
5
WMB icon
Williams Companies
WMB
+$1.26M

Sector Composition

1 Technology 24.75%
2 Communication Services 17.17%
3 Consumer Discretionary 14.06%
4 Financials 12.03%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.3M 9.33%
20,000
-1,300
2
$10.2M 7.15%
46,500
-5,000
3
$8.28M 5.8%
34,000
4
$8.27M 5.79%
13,500
5
$7.41M 5.19%
23,500
6
$6.53M 4.57%
35,000
-5,000
7
$6.24M 4.37%
34,200
-8,800
8
$5.96M 4.17%
11,500
9
$4.58M 3.21%
18,000
-6,500
10
$4.55M 3.19%
6,200
11
$3.87M 2.71%
27,000
12
$3.48M 2.43%
29,000
-15,000
13
$3.11M 2.18%
7,000
14
$2.44M 1.71%
7,400
+1,400
15
$1.99M 1.39%
2,500
16
$1.94M 1.36%
6,000
17
$1.81M 1.27%
2,600
-300
18
$1.76M 1.23%
9,000
19
$1.62M 1.13%
16,500
+1,700
20
$1.58M 1.11%
+2,200
21
$1.58M 1.11%
13,800
-6,700
22
$1.55M 1.08%
5,500
-1,500
23
$1.55M 1.08%
15,000
24
$1.52M 1.06%
+4,400
25
$1.51M 1.05%
9,000
1
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