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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.91 | 0.91 | 0.00 |
Shares | 99.09 | 99.09 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.59 | 15.95 |
Price to Book | 2.38 | 2.49 |
Price to Sales | 1.59 | 1.71 |
Price to Cash Flow | 10.41 | 10.45 |
Dividend Yield | 2.38 | 2.51 |
5 Years Earnings Growth | 9.58 | 9.38 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.81 | 21.39 |
Industrials | 15.16 | 11.89 |
Healthcare | 13.76 | 14.89 |
Technology | 10.33 | 12.99 |
Consumer Defensive | 9.05 | 8.36 |
Energy | 6.68 | 7.44 |
Utilities | 4.85 | 5.27 |
Consumer Cyclical | 4.56 | 6.95 |
Real Estate | 4.40 | 3.41 |
Basic Materials | 4.29 | 3.40 |
Communication Services | 4.11 | 5.68 |
Number of long holdings: 117
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
J&J | US4781601046 | 2.65 | 167.31 | +1.56% | |
Wells Fargo&Co | US9497461015 | 2.37 | 77.79 | -3.52% | |
Berkshire Hathaway B | US0846707026 | 2.30 | 472.59 | +0.15% | |
JPMorgan | US46625H1005 | 1.89 | 289.37 | -2.32% | |
Amphenol | US0320951017 | 1.79 | 104.31 | -2.07% | |
T-Mobile US | US8725901040 | 1.77 | 237.11 | -0.55% | |
American Express | US0258161092 | 1.77 | 294.27 | -1.68% | |
Citigroup | US1729674242 | 1.75 | 91.83 | -2.00% | |
Trane Technologies | IE00BK9ZQ967 | 1.73 | 439.25 | +0.27% | |
Chubb | CH0044328745 | 1.70 | 267.40 | +0.51% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.73B | 6.81 | 11.90 | 9.39 | ||
MFS Instl International Equity | 20.29B | 17.36 | 15.60 | 8.10 | ||
MFS Value R6 | 18.89B | 6.86 | 12.02 | 9.50 | ||
MFS Growth R6 | 18.95B | 7.29 | 23.37 | 15.60 | ||
MFS Intl Diversification I | 15.99B | 17.56 | 14.13 | 7.64 |
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