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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.83 | 0.83 | 0.00 |
Shares | 99.17 | 99.24 | 0.07 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.97 | 20.22 |
Price to Book | 3.75 | 3.78 |
Price to Sales | 2.50 | 2.44 |
Price to Cash Flow | 15.11 | 13.79 |
Dividend Yield | 1.44 | 1.60 |
5 Years Earnings Growth | 12.38 | 11.72 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.11 | 27.55 |
Financial Services | 15.76 | 14.10 |
Healthcare | 12.78 | 13.53 |
Consumer Cyclical | 9.65 | 10.03 |
Industrials | 9.56 | 9.80 |
Communication Services | 9.10 | 8.23 |
Consumer Defensive | 4.82 | 6.36 |
Energy | 3.90 | 4.30 |
Basic Materials | 2.83 | 2.65 |
Utilities | 2.49 | 2.57 |
Real Estate | 1.99 | 2.36 |
Number of long holdings: 186
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.07 | 428.02 | -0.76% | |
Amazon.com | US0231351067 | 4.36 | 187.97 | -1.67% | |
NVIDIA | US67066G1040 | 4.18 | 121.40 | -2.13% | |
Alphabet A | US02079K3059 | 3.67 | 163.95 | +0.75% | |
Apple | US0378331005 | 3.15 | 227.79 | +0.12% | |
Meta Platforms | US30303M1027 | 2.10 | 567.36 | -0.08% | |
JPMorgan | US46625H1005 | 1.75 | 210.50 | +0.34% | |
Exxon Mobil | US30231G1022 | 1.70 | 115.82 | +2.68% | |
J&J | US4781601046 | 1.65 | 161.40 | +0.01% | |
Visa A | US92826C8394 | 1.60 | 275.17 | +1.28% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 26B | 15.77 | 7.05 | 9.65 | ||
MFS Value R6 | 21.25B | 15.84 | 7.16 | 9.77 | ||
MFS Growth R6 | 18.3B | 23.73 | 5.74 | 14.88 | ||
MFS Instl International Equity | 17.49B | 11.75 | 5.21 | 7.31 | ||
MFS Intl Diversification I | 15.64B | 12.47 | 1.81 | 6.40 |
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