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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.78 | 0.78 | 0.00 |
Stocks | 99.22 | 99.22 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.94 | 20.12 |
Price to Book | 3.79 | 3.77 |
Price to Sales | 1.49 | 2.43 |
Price to Cash Flow | 10.57 | 13.75 |
Dividend Yield | 1.58 | 1.60 |
5 Years Earnings Growth | 13.14 | 11.66 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.66 | 27.60 |
Financial Services | 13.29 | 14.00 |
Healthcare | 12.21 | 13.48 |
Consumer Cyclical | 10.08 | 10.06 |
Communication Services | 8.37 | 8.30 |
Industrials | 7.65 | 9.86 |
Consumer Defensive | 7.04 | 6.34 |
Energy | 3.84 | 4.32 |
Utilities | 3.20 | 2.55 |
Real Estate | 2.97 | 2.35 |
Basic Materials | 1.69 | 2.65 |
Number of long holdings: 104
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.15 | 405.72 | +1.00% | |
Apple | US0378331005 | 6.89 | 220.91 | +0.04% | |
Amazon.com | US0231351067 | 3.90 | 175.40 | +2.34% | |
NVIDIA | US67066G1040 | 3.52 | 106.47 | +3.54% | |
Alphabet C | US02079K1079 | 2.66 | 149.54 | -1.70% | |
Alphabet A | US02079K3059 | 2.48 | 148.71 | -1.46% | |
Adobe | US00724F1012 | 2.25 | 569.88 | +1.15% | |
J&J | US4781601046 | 2.05 | 166.61 | +1.36% | |
JPMorgan | US46625H1005 | 1.95 | 216.81 | +2.05% | |
Meta Platforms | US30303M1027 | 1.90 | 504.79 | +0.90% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 25.66B | 15.77 | 7.05 | 9.65 | ||
MFS Value R6 | 20.96B | 15.84 | 7.16 | 9.77 | ||
MFS Growth R6 | 17.06B | 23.73 | 5.74 | 14.88 | ||
MFS Instl International Equity | 16.27B | 11.75 | 5.21 | 7.31 | ||
MFS Intl Diversification I | 14.75B | 12.47 | 1.81 | 6.40 |
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