MG

MFS Global Growth Portfolio

Mutual Fund
MFS VARIABLE INSURANCE TRUST II
Last update 2025-06-24 72 Stocks (2 new)
Value $48.00 Mil Turnover 3 %
Countries:
Top Holdings: MSFT(6.03%)V(3.72%)TSM(2.96%)HKSE:00700(2.87%)ACN(2.68%)
Summary Stock Picks Current Portfolio
MFS Global Growth Portfolio Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
7,728
2,901.0
-0.95%
6.030
-0.06%
0.000
+39.46%
+18.64%
3,702,670.4
Software
V
Visa Inc
5,112
1,791.5
-21.03%
3.720
-0.85%
0.000
+14.18%
+13.02%
695,465.6
Credit Services
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
8,581
1,424.5
-0.76%
2.960
-0.03%
0.000
+57.05%
+16.69%
1,186,442.4
Semiconductors
HKSE:00700
Tencent Holdings Ltd
21,700
1,383.0
-1.81%
2.870
-0.04%
0.000
+16.30%
+20.62%
4,556,146.2
Interactive Media
ACN
Accenture PLC
4,126
1,287.5
-1.10%
2.680
-0.03%
0.000
+6.68%
-13.29%
188,251.1
Software
NSE:HDFCBANK
HDFC Bank Ltd
54,707
1,165.3
-1.76%
2.420
-0.04%
0.000
+10.67%
+13.44%
15,253,746.7
Banks
AON
Aon PLC
2,869
1,145.0
-0.90%
2.380
-0.02%
0.000
-2.85%
-1.26%
76,278.6
Insurance
CHD
Church & Dwight Co Inc
9,918
1,091.9
-1.03%
2.270
-0.02%
0.000
-3.91%
-5.63%
24,191.8
Consumer Packaged Goods
AAPL
Apple Inc
4,865
1,080.7
-0.80%
2.250
-0.02%
0.000
+16.98%
-15.14%
3,166,335.4
Hardware
STE
Steris PLC
4,739
1,074.1
+15.00%
2.230
+0.29%
0.000
+10.71%
+14.89%
23,117.2
Medical Devices & Instruments

MFS Global Growth Portfolio's Historical Top Holdings Breakdowns

MFS Global Growth Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
V
Visa Inc
2025-03-31
Reduce
Reduce
-0.85%
●
306.92 ($338.38) 362.71
$356.01
5.21%
Reduce -21.03%
5,112
-1,361
CME
CME Group Inc
2025-03-31
New Buy
New Buy
+0.83%
●
225.82 ($246.67) 266.54
$277.83
12.63%
New holding
1,500
1,500
POOL
Pool Corp
2025-03-31
New Buy
New Buy
+0.69%
●
314.92 ($339.22) 364.31
$297.40
-12.33%
New holding
1,037
1,037
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.61%
●
106.98 ($126.74) 149.43
$157.88
24.57%
Reduce -19.81%
9,367
-2,314
EA
Electronic Arts Inc
2025-03-31
Sold Out
Sold Out
-0.57%
●
116.53 ($135.03) 146.29
$154.91
14.73%
Sold Out
0
-1,986
GOOGL
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.48%
●
154.33 ($181.36) 206.38
$177.36
-2.20%
Reduce -26.12%
3,657
-1,293
XKRX:035420
NAVER Corp
2025-03-31
Reduce
Reduce
-0.39%
●
191000 (₩211566) 232000
₩249,000.00
17.69%
Reduce -38.66%
2,291
-1,444
XKRX:005930
Samsung Electronics Co Ltd
2025-03-31
Sold Out
Sold Out
-0.34%
●
51000 (₩55617.2) 61800
₩63,300.00
13.81%
Sold Out
0
-4,753
PEP
PepsiCo Inc
2025-03-31
Add
Add
+0.30%
●
142.64 ($148.84) 156.42
$134.59
-9.57%
Add 25.09%
4,856
974
STE
Steris PLC
2025-03-31
Add
Add
+0.29%
●
202.46 ($219.95) 232.74
$234.84
6.77%
Add 15%
4,739
618

MFS Global Growth Portfolio Total Holding History ($B)

To

MFS Global Growth Portfolio's Asset Allocation

To

MFS Global Growth Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MFS Global Growth Portfolio's Hypothetical Growth since 2025-03-31

MFS Global Growth Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

MFS Global Growth Portfolio's Holdings Heat Map

Size field:

MFS Global Growth Portfolio's Holdings Bubble Chart

MFS Global Growth Portfolio News

  • 1

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