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
+36.31%
+20.42%
3,758,042.8
Software
V
Visa Inc
5,112
1,791.5
-21.03%
3.720
-0.85%
0.000
+5.78%
+11.08%
683,529.8
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
+57.18%
+21.18%
1,232,109.7
Semiconductors
HKSE:00700
Tencent Holdings Ltd
21,700
1,383.0
-1.81%
2.870
-0.04%
0.000
+13.87%
+24.23%
4,689,706.8
Interactive Media
ACN
Accenture PLC
4,126
1,287.5
-1.10%
2.680
-0.03%
0.000
-1.46%
-19.37%
174,193.2
Software
NSE:HDFCBANK
HDFC Bank Ltd
54,707
1,165.3
-1.76%
2.420
-0.04%
0.000
+7.47%
+13.84%
15,307,421.9
Banks
AON
Aon PLC
2,869
1,145.0
-0.90%
2.380
-0.02%
0.000
-4.70%
-0.89%
76,563.7
Insurance
CHD
Church & Dwight Co Inc
9,918
1,091.9
-1.03%
2.270
-0.02%
0.000
-6.16%
-7.48%
23,719.0
Consumer Packaged Goods
AAPL
Apple Inc
4,865
1,080.7
-0.80%
2.250
-0.02%
0.000
+8.32%
-15.87%
3,138,913.2
Hardware
STE
Steris PLC
4,739
1,074.1
+15.00%
2.230
+0.29%
0.000
+3.70%
+11.28%
22,391.2
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
$349.90
3.40%
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
$277.53
12.51%
New holding
1,500
1,500
POOL
Pool Corp
2025-03-31
New Buy
New Buy
+0.69%
●
314.92 ($339.22) 364.31
$292.66
-13.73%
New holding
1,037
1,037
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.61%
●
106.98 ($126.74) 149.43
$171.37
35.21%
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
$149.35
10.61%
Sold Out
0
-1,986
GOOGL
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.48%
●
154.33 ($181.36) 206.38
$182.97
0.89%
Reduce -26.12%
3,657
-1,293
XKRX:035420
NAVER Corp
2025-03-31
Reduce
Reduce
-0.39%
●
191000 (₩211566) 232000
₩250,000.00
18.17%
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
₩64,700.00
16.33%
Sold Out
0
-4,753
PEP
PepsiCo Inc
2025-03-31
Add
Add
+0.30%
●
142.64 ($148.84) 156.42
$135.35
-9.06%
Add 25.09%
4,856
974
STE
Steris PLC
2025-03-31
Add
Add
+0.29%
●
202.46 ($219.95) 232.74
$227.62
3.49%
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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