MT

MFS Technology Portfolio

Mutual Fund
MFS VARIABLE INSURANCE TRUST II
Last update 2025-06-24 56 Stocks (2 new)
Value $155.00 Mil Turnover 9 %
Countries:
Top Holdings: META(11.49%)GOOGL(7.71%)MSFT(7.52%)AAPL(6.52%)NVDA(4.31%)
Summary Stock Picks Current Portfolio
MFS Technology 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
META
Meta Platforms Inc
30,850
17,780.7
-1.49%
11.490
-0.16%
0.000
+13.24%
+21.24%
1,781,853.4
Interactive Media
GOOGL
Alphabet Inc
77,166
11,933.0
+0.79%
7.710
+0.06%
0.000
+0.19%
-9.62%
2,075,581.1
Interactive Media
MSFT
Microsoft Corp
31,019
11,644.2
-2.35%
7.520
-0.18%
0.000
+24.80%
+17.24%
3,658,818.4
Software
AAPL
Apple Inc
45,407
10,086.3
+0.79%
6.520
+0.05%
0.000
-9.80%
-19.32%
3,010,465.1
Hardware
NVDA
NVIDIA Corp
61,549
6,670.7
-39.88%
4.310
-3.11%
0.000
+27.87%
+14.93%
3,763,243.9
Semiconductors
CRM
Salesforce Inc
19,793
5,311.6
+0.78%
3.430
+0.03%
0.000
-6.93%
-19.66%
255,978.6
Software
AVGO
Broadcom Inc
31,336
5,246.6
-4.10%
3.390
-0.18%
0.000
+40.91%
+14.77%
1,244,773.6
Semiconductors
ORCL
Oracle Corp
35,170
4,917.1
+7.63%
3.180
+0.23%
0.000
+37.39%
+27.22%
591,877.3
Software
ACN
Accenture PLC
13,709
4,277.8
+13.14%
2.760
+0.32%
0.000
-4.16%
-15.48%
183,492.4
Software
IBM
International Business Machines Corp
International Business Machines Corp
17,076
4,246.1
+23.36%
2.740
+0.52%
0.000
+17.25%
+34.17%
270,510.2
Software

MFS Technology Portfolio's Historical Top Holdings Breakdowns

MFS Technology 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
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-3.11%
●
106.98 ($126.74) 149.43
$154.31
21.75%
Reduce -39.88%
61,549
-40,833
PLTR
Palantir Technologies Inc
2025-03-31
Sold Out
Sold Out
-1.16%
●
64.98 ($87.82) 124.62
$142.90
62.72%
Sold Out
0
-26,975
OKTA
Okta Inc
2025-03-31
Add
Add
+1.11%
●
78.83 ($97.68) 116.72
$98.21
0.54%
Add 147.01%
27,509
16,372
QCOM
Qualcomm Inc
2025-03-31
Reduce
Reduce
-1.03%
●
151.94 ($163) 175.86
$155.93
-4.34%
Reduce -59.53%
8,043
-11,829
DOCU
Docusign Inc
2025-03-31
Add
Add
+1.00%
●
74.7 ($87.59) 97.7
$75.01
-14.36%
Add 150.61%
31,474
18,915
ESTC
Elastic NV
2025-03-31
New Buy
New Buy
+0.90%
●
89.1 ($103.79) 117.76
$80.98
-21.98%
New holding
15,708
15,708
DDOG
Datadog Inc
2025-03-31
Add
Add
+0.74%
●
98.68 ($126.18) 151.89
$130.24
3.22%
Add 122.24%
21,044
11,575
DNB
Dun & Bradstreet Holdings Inc
2025-03-31
Sold Out
Sold Out
-0.67%
●
7.89 ($10.23) 12.48
$9.07
-11.34%
Sold Out
0
-94,205
APH
Amphenol Corp
2025-03-31
Reduce
Reduce
-0.61%
●
61.62 ($68.22) 78.55
$97.02
42.22%
Reduce -31.37%
33,979
-15,534
GWRE
Guidewire Software Inc
2025-03-31
Add
Add
+0.59%
●
166.74 ($194.38) 218.22
$236.01
21.42%
Add 45.43%
15,656
4,891

MFS Technology Portfolio Total Holding History ($B)

To

MFS Technology Portfolio's Asset Allocation

To

MFS Technology Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

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

MFS Technology Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

MFS Technology Portfolio's Holdings Heat Map

Size field:

MFS Technology Portfolio's Holdings Bubble Chart

MFS Technology Portfolio News

  • 1

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