Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.75 | 0.75 | 0.00 |
Shares | 99.25 | 99.25 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.87 | 19.75 |
Price to Book | 4.23 | 3.71 |
Price to Sales | 2.97 | 2.37 |
Price to Cash Flow | 16.17 | 13.66 |
Dividend Yield | 1.30 | 1.60 |
5 Years Earnings Growth | 12.32 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.66 | 26.53 |
Healthcare | 13.23 | 13.70 |
Financial Services | 12.28 | 14.26 |
Communication Services | 10.68 | 8.18 |
Consumer Cyclical | 10.07 | 10.26 |
Industrials | 8.26 | 10.16 |
Consumer Defensive | 4.61 | 6.51 |
Energy | 4.13 | 4.44 |
Basic Materials | 3.81 | 2.74 |
Utilities | 2.30 | 2.41 |
Real Estate | 1.97 | 2.37 |
Number of long holdings: 103
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 8.82 | - | - | |
Amazon.com Inc | - | 4.30 | - | - | |
Alphabet Inc Class A | - | 3.69 | - | - | |
NVIDIA Corp | - | 3.48 | - | - | |
Meta Platforms Inc Class A | - | 3.16 | - | - | |
Apple Inc | - | 2.94 | - | - | |
Visa A | US92826C8394 | 2.57 | 280.11 | +0.10% | |
JPMorgan | US46625H1005 | 2.18 | 204.85 | +1.18% | |
Salesforce Inc | US79466L3024 | 1.91 | 285.43 | +0.26% | |
Eli Lilly | US5324571083 | 1.63 | 770.09 | -0.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 25.18B | 4.68 | 5.60 | 9.02 | ||
MFS Value R6 | 20.84B | 4.72 | 5.72 | 9.13 | ||
MFS Growth R6 | 17.85B | 10.93 | 6.02 | 14.42 | ||
MFS Intl Diversification I | 15.3B | 2.03 | -0.12 | 5.56 | ||
MFS Instl International Equity | 15.38B | 1.34 | 4.16 | 6.28 |
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