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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.85 | 0.85 | 0.00 |
Stocks | 99.15 | 99.15 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.29 | 19.65 |
Price to Book | 3.98 | 3.70 |
Price to Sales | 2.73 | 2.36 |
Price to Cash Flow | 14.79 | 13.57 |
Dividend Yield | 1.41 | 1.61 |
5 Years Earnings Growth | 12.31 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.21 | 26.48 |
Healthcare | 13.17 | 13.69 |
Financial Services | 12.26 | 14.24 |
Communication Services | 11.03 | 8.20 |
Consumer Cyclical | 9.82 | 10.25 |
Industrials | 8.23 | 10.19 |
Consumer Defensive | 5.10 | 6.53 |
Energy | 4.24 | 4.46 |
Basic Materials | 3.69 | 2.75 |
Utilities | 2.43 | 2.44 |
Real Estate | 1.82 | 2.35 |
Number of long holdings: 105
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.45 | 415.13 | +0.23% | |
Amazon.com | US0231351067 | 4.37 | 176.44 | -1.60% | |
Alphabet A | US02079K3059 | 4.17 | 172.50 | +0.23% | |
NVIDIA | US67066G1040 | 3.49 | 1,096.33 | -0.82% | |
Apple | US0378331005 | 3.06 | 192.25 | +0.54% | |
Meta Platforms | US30303M1027 | 2.93 | 466.83 | +0.05% | |
Visa A | US92826C8394 | 2.59 | 272.46 | +0.43% | |
JPMorgan | US46625H1005 | 2.19 | 202.63 | +1.66% | |
Salesforce Inc | US79466L3024 | 1.78 | 234.44 | +7.54% | |
Eli Lilly | US5324571083 | 1.71 | 820.34 | +0.65% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.45B | 4.68 | 5.60 | 9.02 | ||
MFS Value R6 | 20.58B | 4.72 | 5.72 | 9.13 | ||
MFS Growth R6 | 17.77B | 10.93 | 6.02 | 14.42 | ||
MFS Intl Diversification I | 14.83B | 2.03 | -0.12 | 5.56 | ||
MFS Instl International Equity | 15.18B | 1.34 | 4.16 | 6.28 |
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