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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.46 | 1.46 | 0.00 |
Shares | 98.54 | 98.54 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.99 | 15.70 |
Price to Book | 2.41 | 2.47 |
Price to Sales | 1.54 | 1.69 |
Price to Cash Flow | 10.38 | 10.42 |
Dividend Yield | 2.46 | 2.54 |
5 Years Earnings Growth | 8.57 | 9.60 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.84 | 21.26 |
Healthcare | 15.35 | 15.39 |
Industrials | 14.11 | 11.76 |
Technology | 10.96 | 12.58 |
Consumer Defensive | 9.29 | 8.55 |
Energy | 7.00 | 7.50 |
Real Estate | 4.86 | 3.51 |
Utilities | 4.81 | 5.32 |
Consumer Cyclical | 4.50 | 6.80 |
Communication Services | 3.85 | 5.55 |
Basic Materials | 3.43 | 3.40 |
Number of long holdings: 116
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
J&J | US4781601046 | 2.77 | 155.56 | -0.23% | |
Berkshire Hathaway B | US0846707026 | 2.43 | 480.48 | -1.86% | |
Wells Fargo&Co | US9497461015 | 2.34 | 82.35 | +1.05% | |
T-Mobile US | US8725901040 | 1.87 | 237.44 | -1.69% | |
JPMorgan | US46625H1005 | 1.81 | 291.94 | +0.53% | |
Cigna | US1255231003 | 1.74 | 320.38 | -4.19% | |
Amphenol | US0320951017 | 1.72 | 98.52 | +1.16% | |
Chubb | CH0044328745 | 1.70 | 280.08 | -3.28% | |
Pfizer | US7170811035 | 1.68 | 25.33 | +1.16% | |
American Express | US0258161092 | 1.66 | 325.61 | +0.95% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.83B | 4.39 | 8.16 | 8.97 | ||
MFS Instl International Equity | 20.19B | 14.87 | 11.46 | 7.55 | ||
MFS Value R6 | 19.1B | 4.43 | 8.27 | 9.09 | ||
MFS Growth R6 | 18.69B | 0.46 | 17.64 | 14.74 | ||
MFS Intl Diversification I | 15.99B | 14.05 | 10.03 | 7.02 |
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