MG

MFS Global Tactical Allocation Portfolio

Mutual Fund
MFS VARIABLE INSURANCE TRUST II
Last update 2025-06-24 184 Stocks (14 new)
Value $115.00 Mil Turnover 4 %
Countries:
Top Holdings: XSWX:ROG(2.16%)SCHW(1.95%)LSE:NWG(1.95%)JNJ(1.94%)XSWX:UBSG(1.87%)
Summary Stock Picks Current Portfolio
MFS Global Tactical Allocation... 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
XSWX:ROG
Roche Holding AG
7,545
2,480.8
-5.26%
2.160
-0.10%
0.000
+1.13%
+4.52%
207,200.8
Drug Manufacturers
SCHW
Charles Schwab Corp
28,652
2,242.9
-5.20%
1.950
-0.10%
0.000
+26.21%
+30.29%
174,065.8
Capital Markets
LSE:NWG
NatWest Group PLC
381,881
2,237.4
-5.20%
1.950
-0.09%
0.000
+8.18%
+27.84%
40,134.4
Banks
JNJ
Johnson & Johnson
13,471
2,234.0
-5.25%
1.940
-0.09%
0.000
+4.85%
+15.08%
393,874.2
Drug Manufacturers
XSWX:UBSG
UBS Group AG
70,291
2,153.8
-5.22%
1.870
-0.10%
0.000
+25.84%
+7.75%
92,222.8
Banks
CI
The Cigna Group
6,037
1,986.2
-5.26%
1.730
-0.08%
0.000
-9.99%
+8.13%
78,996.7
Healthcare Plans
MDT
Medtronic PLC
22,023
1,979.0
-5.22%
1.720
-0.08%
0.000
+9.39%
+14.01%
114,814.1
Medical Devices & Instruments
PFE
Pfizer Inc
75,048
1,901.7
-5.24%
1.650
-0.09%
0.000
+12.63%
-4.45%
139,120.9
Drug Manufacturers
NTRS
Northern Trust Corp
19,140
1,888.2
+7.97%
1.640
+0.12%
0.010
+45.92%
+26.68%
24,887.3
Asset Management
AON
Aon PLC
4,269
1,703.7
-5.22%
1.480
-0.07%
0.000
-2.87%
-0.46%
76,898.4
Insurance

MFS Global Tactical Allocation Portfolio's Historical Top Holdings Breakdowns

MFS Global Tactical Allocation 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
GOOGL
Alphabet Inc
2025-03-31
Sold Out
Sold Out
-0.55%
●
154.33 ($181.36) 206.38
$185.06
2.04%
Sold Out
0
-3,361
GD
General Dynamics Corp
2025-03-31
Reduce
Reduce
-0.41%
●
241.94 ($259.92) 272.58
$298.98
15.03%
Reduce -54.88%
1,497
-1,821
TMUS
T-Mobile US Inc
2025-03-31
Reduce
Reduce
-0.41%
●
211.3 ($246.5) 272.83
$227.21
-7.83%
Reduce -61.76%
1,359
-2,195
XSWX:CFR
Compagnie Financiere Richemont SA
2025-03-31
Reduce
Reduce
-0.37%
●
134.25 (CHF166.06) 184.85
CHF141.80
-14.61%
Reduce -65.4%
1,504
-2,843
TSX:SU
Suncor Energy Inc
2025-03-31
Reduce
Reduce
-0.30%
●
49.24 (C$54.81) 58.05
C$53.31
-2.74%
Reduce -30.84%
21,984
-9,804
MCK
McKesson Corp
2025-03-31
Sold Out
Sold Out
-0.29%
●
566.21 ($618.25) 672.99
$709.80
14.81%
Sold Out
0
-592
GS
The Goldman Sachs Group Inc
2025-03-31
Reduce
Reduce
-0.25%
●
524.81 ($601.74) 672.19
$708.26
17.70%
Reduce -18.25%
2,298
-513
XPAR:RI
Pernod Ricard SA
2025-03-31
Sold Out
Sold Out
-0.22%
●
91.26 (€102.14) 111.7
€94.22
-7.75%
Sold Out
0
-2,251
CBOE
Cboe Global Markets Inc
2025-03-31
Sold Out
Sold Out
-0.22%
●
190.84 ($207.42) 226.29
$238.62
15.04%
Sold Out
0
-1,290
TFC
Truist Financial Corp
2025-03-31
Sold Out
Sold Out
-0.22%
●
39.48 ($44.55) 48.15
$44.25
-0.67%
Sold Out
0
-5,904

MFS Global Tactical Allocation Portfolio Total Holding History ($B)

To

MFS Global Tactical Allocation Portfolio's Asset Allocation

To

MFS Global Tactical Allocation Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

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

MFS Global Tactical Allocation Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

MFS Global Tactical Allocation Portfolio's Holdings Heat Map

Size field:

MFS Global Tactical Allocation Portfolio's Holdings Bubble Chart

MFS Global Tactical Allocation Portfolio News

  • 1

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