
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 60.55 | 60.55 | 0.00 |
Bonds | 43.31 | 43.31 | 0.00 |
Preferred | 0.30 | 0.30 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.33 | 18.53 |
Price to Book | 2.12 | 3.22 |
Price to Sales | 1.46 | 2.20 |
Price to Cash Flow | 8.61 | 12.19 |
Dividend Yield | 2.57 | 1.94 |
5 Years Earnings Growth | 8.50 | 11.02 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 25.80 | 15.90 |
Healthcare | 17.03 | 12.98 |
Industrials | 12.45 | 10.17 |
Technology | 9.63 | 23.94 |
Consumer Defensive | 9.14 | 6.08 |
Energy | 6.25 | 4.94 |
Communication Services | 5.84 | 7.51 |
Utilities | 5.36 | 3.22 |
Consumer Cyclical | 5.04 | 9.98 |
Basic Materials | 3.47 | 3.18 |
Number of long holdings: 973
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
2 Year Treasury Note Future Sept 25 | - | 3.11 | - | - | |
Charles Schwab | US8085131055 | 2.65 | 89.98 | +0.60% | |
Goldman Sachs | US38141G1040 | 1.83 | 690.81 | +0.53% | |
Medtronic | IE00BTN1Y115 | 1.78 | 86.02 | -0.19% | |
Johnson Controls | IE00BY7QL619 | 1.73 | 105.07 | +0.60% | |
Cigna | US1255231003 | 1.72 | 326.31 | -1.12% | |
J&J | US4781601046 | 1.68 | 152.41 | +0.26% | |
Microsoft | US5949181045 | 1.67 | 495.94 | -0.30% | |
Kenvue | US49177J1025 | 1.64 | 20.88 | -1.09% | |
Bank of America | US0605051046 | 1.61 | 47.12 | -0.72% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.43B | 4.39 | 8.16 | 8.97 | ||
MFS Instl International Equity | 19.75B | 14.87 | 11.46 | 7.55 | ||
MFS Value R6 | 18.97B | 4.43 | 8.27 | 9.09 | ||
MFS Growth R6 | 18.25B | 0.46 | 17.64 | 14.74 | ||
MFS Intl Diversification I | 15.74B | 14.05 | 10.03 | 7.02 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review