Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.73 | 0.73 | 0.00 |
Stocks | 99.27 | 99.27 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 31.17 | 28.46 |
Price to Book | 8.23 | 6.82 |
Price to Sales | 6.57 | 4.35 |
Price to Cash Flow | 20.19 | 18.57 |
Dividend Yield | 0.57 | 0.72 |
5 Years Earnings Growth | 17.84 | 15.45 |
Name | Net % | Category Average |
---|---|---|
Technology | 42.00 | 39.79 |
Communication Services | 13.94 | 11.43 |
Financial Services | 10.87 | 9.16 |
Healthcare | 10.81 | 12.47 |
Consumer Cyclical | 9.63 | 13.67 |
Industrials | 5.71 | 7.05 |
Basic Materials | 3.31 | 1.80 |
Consumer Defensive | 1.93 | 3.61 |
Real Estate | 0.89 | 1.60 |
Energy | 0.61 | 1.75 |
Utilities | 0.31 | 1.04 |
Number of long holdings: 68
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 13.52 | 428.02 | -0.76% | |
NVIDIA | US67066G1040 | 8.86 | 121.40 | -2.13% | |
Amazon.com | US0231351067 | 6.84 | 187.97 | -1.67% | |
Alphabet A | US02079K3059 | 6.47 | 163.95 | +0.75% | |
Apple | US0378331005 | 5.66 | 227.79 | +0.12% | |
Meta Platforms | US30303M1027 | 5.35 | 567.36 | -0.08% | |
Mastercard | US57636Q1040 | 3.11 | 493.64 | +0.48% | |
Eli Lilly | US5324571083 | 2.16 | 877.79 | -3.47% | |
Visa A | US92826C8394 | 1.87 | 275.17 | +1.28% | |
Vulcan Materials | US9291601097 | 1.85 | 250.24 | -0.14% |
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 |
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