MG
| |
MFS Global Research PortfolioMutual Fund | |
| MFS VARIABLE INSURANCE TRUST II | |
| Last update 2025-06-24 | 133 Stocks (9 new) |
| Value $70.00 Mil | Turnover 6 % |
MFS Global Research 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 | 8,640 | 3,243.4 | -0.87% | 4.610 | -0.04% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AMZN | Amazon.com Inc | 12,282 | 2,336.8 | -4.05% | 3.320 | -0.15% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
META | Meta Platforms Inc | 3,452 | 1,989.6 | +8.49% | 2.830 | +0.22% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
V | Visa Inc | 5,322 | 1,865.2 | -12.75% | 2.650 | -0.33% | 0.000 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
NVDA | NVIDIA Corp | 15,669 | 1,698.2 | -22.73% | 2.420 | -0.83% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
GOOGL | Alphabet Inc | 8,525 | 1,318.3 | -37.79% | 1.880 | -1.31% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
TPE:2330 |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 45,000 | 1,254.5 | -2.17% | 1.790 | -0.04% | 0.000 | +36.46% | +8.40% | 29,952,170.9 | Semiconductors | |
AAPL | Apple Inc | 4,715 | 1,047.3 | -4.03% | 1.490 | -0.07% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
LSE:NWG | NatWest Group PLC | 168,788 | 988.9 | -7.79% | 1.410 | -0.10% | 0.000 | +8.18% | +27.84% | 40,134.4 | Banks | |
CRM | Salesforce Inc | 3,610 | 968.8 | +7.66% | 1.380 | +0.10% | 0.000 | +6.28% | -21.27% | 250,835.3 | Software |
MFS Global Research Portfolio's Historical Top Holdings Breakdowns
MFS Global Research Portfolio's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -1.31% | 154.33 ($181.36) 206.38 | $185.06 | 2.04% | Reduce -37.79% | 8,525 | -5,179 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.83% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -22.73% | 15,669 | -4,610 | |
HON | Honeywell International Inc | 2025-03-31 | Sold Out Sold Out | -0.81% | 202.75 ($214.7) 226.52 | $236.54 | 10.17% | Sold Out | 0 | -2,696 | |
DIS | The Walt Disney Co | 2025-03-31 | Sold Out Sold Out | -0.78% | 96.87 ($107.47) 114 | $121.42 | 12.98% | Sold Out | 0 | -5,210 | |
EMR | Emerson Electric Co | 2025-03-31 | New Buy New Buy | +0.68% | 108.64 ($120.56) 131.17 | $144.23 | 19.63% | New holding | 4,332 | 4,332 | |
AVGO | Broadcom Inc | 2025-03-31 | New Buy New Buy | +0.66% | 167.43 ($211.65) 244.7 | $283.34 | 33.87% | New holding | 2,750 | 2,750 | |
ARMK | Aramark | 2025-03-31 | New Buy New Buy | +0.61% | 34.13 ($36.84) 39.63 | $43.30 | 17.54% | New holding | 12,446 | 12,446 | |
SPOT | Spotify Technology SA | 2025-03-31 | New Buy New Buy | +0.59% | 457.79 ($558.87) 648.32 | $695.48 | 24.44% | New holding | 755 | 755 | |
TSE:3382 | Seven & i Holdings Co Ltd | 2025-03-31 | Sold Out Sold Out | -0.55% | 1998 (円2331.38) 2490 | 円1,933.00 | -17.09% | Sold Out | 0 | -26,100 | |
ASX:ALL | Aristocrat Leisure Ltd | 2025-03-31 | Sold Out Sold Out | -0.51% | 63.63 (A$71.07) 78.51 | A$68.14 | -4.12% | Sold Out | 0 | -9,032 |
MFS Global Research Portfolio Total Holding History ($B)
MFS Global Research Portfolio's Asset Allocation
MFS Global Research Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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MFS Global Research Portfolio's Hypothetical Growth since 2025-03-31
MFS Global Research Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MFS Global Research Portfolio's Holdings Heat Map
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MFS Global Research Portfolio's Holdings Bubble Chart
MFS Global Research Portfolio News
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