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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.87 | 0.87 | 0.00 |
Shares | 99.13 | 99.13 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.09 | 19.70 |
Price to Book | 4.18 | 3.71 |
Price to Sales | 3.43 | 2.37 |
Price to Cash Flow | 16.28 | 13.61 |
Dividend Yield | 1.41 | 1.61 |
5 Years Earnings Growth | 11.38 | 11.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.01 | 26.50 |
Financial Services | 15.07 | 14.24 |
Healthcare | 13.56 | 13.70 |
Industrials | 9.12 | 10.18 |
Communication Services | 7.50 | 8.19 |
Consumer Defensive | 7.29 | 6.51 |
Consumer Cyclical | 6.60 | 10.25 |
Energy | 4.15 | 4.45 |
Basic Materials | 3.06 | 2.75 |
Real Estate | 1.98 | 2.36 |
Utilities | 1.65 | 2.42 |
Number of long holdings: 71
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 9.01 | - | - | |
Alphabet Inc Class A | - | 5.20 | - | - | |
NVIDIA Corp | - | 4.74 | - | - | |
Amazon.com Inc | - | 3.78 | - | - | |
Apple Inc | - | 3.18 | - | - | |
JPMorgan | US46625H1005 | 2.92 | 200.71 | +1.92% | |
ConocoPhillips | US20825C1045 | 2.68 | 117.25 | -0.34% | |
Visa A | US92826C8394 | 2.37 | 274.49 | +0.09% | |
Salesforce Inc | US79466L3024 | 2.05 | 272.29 | -2.25% | |
Mastercard | US57636Q1040 | 2.02 | 451.18 | -0.01% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.75B | 4.68 | 5.60 | 9.02 | ||
MFS Value R6 | 20.52B | 4.72 | 5.72 | 9.13 | ||
MFS Growth R6 | 18.15B | 10.93 | 6.02 | 14.42 | ||
MFS Intl Diversification I | 15.08B | 2.03 | -0.12 | 5.56 | ||
MFS Instl International Equity | 15.42B | 1.34 | 4.16 | 6.28 |
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