
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 60.14 | 60.14 | 0.00 |
Bonds | 43.66 | 43.84 | 0.18 |
Preferred | 0.23 | 0.23 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.55 | 18.53 |
Price to Book | 2.19 | 3.22 |
Price to Sales | 1.60 | 2.20 |
Price to Cash Flow | 10.17 | 12.19 |
Dividend Yield | 2.46 | 1.94 |
5 Years Earnings Growth | 9.90 | 11.02 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 27.14 | 15.90 |
Healthcare | 14.96 | 12.98 |
Industrials | 12.44 | 10.17 |
Technology | 9.50 | 23.94 |
Consumer Defensive | 7.96 | 6.08 |
Communication Services | 7.30 | 7.51 |
Energy | 6.82 | 4.94 |
Utilities | 5.56 | 3.22 |
Basic Materials | 4.29 | 3.18 |
Consumer Cyclical | 4.03 | 9.98 |
Number of long holdings: 1,040
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
2 Year Treasury Note Future Dec 24 | - | 2.85 | - | - | |
Charles Schwab | US8085131055 | 2.23 | 91.34 | +0.19% | |
Goldman Sachs | US38141G1040 | 2.01 | 715.89 | +1.33% | |
Medtronic | IE00BTN1Y115 | 1.73 | 88.28 | -0.53% | |
Comcast | US20030N1019 | 1.67 | 35.83 | -1.38% | |
Johnson Controls | IE00BY7QL619 | 1.64 | 105.07 | +0.38% | |
United States Treasury Notes 0.38% | - | 1.59 | - | - | |
J&J | US4781601046 | 1.58 | 155.56 | -0.23% | |
Bank of America | US0605051046 | 1.54 | 48.71 | +1.16% | |
Kenvue | US49177J1025 | 1.53 | 20.90 | -0.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 25.03B | 4.39 | 8.16 | 8.97 | ||
MFS Instl International Equity | 20.28B | 14.87 | 11.46 | 7.55 | ||
MFS Value R6 | 19.2B | 4.43 | 8.27 | 9.09 | ||
MFS Growth R6 | 18.48B | 0.46 | 17.64 | 14.74 | ||
MFS Intl Diversification I | 16.03B | 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