MT

MFS Technology Portfolio

Mutual Fund
MFS VARIABLE INSURANCE TRUST II
Last update 2025-02-24 57 Stocks (7 new)
Value $176.00 Mil Turnover 10 %
Countries:
Top Holdings: META(10.40%)GOOGL(8.22%)NVDA(7.80%)MSFT(7.60%)AAPL(6.40%)
Summary Stock Picks Current Portfolio
MFS Technology Portfolio Top Holdings of 2024-12-31 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
31,317
18,336.4
-3.98%
10.400
-0.45%
0.000
-3.21%
+10.46%
1,624,708.0
Interactive Media
GOOGL 		Alphabet Inc
76,564
14,493.6
0%
8.220
0%
0.000
+1.65%
-8.57%
2,103,811.7
Interactive Media
NVDA 		NVIDIA Corp
102,382
13,748.9
+23.83%
7.800
+1.50%
0.000
+9.22%
+1.60%
3,327,087.1
Semiconductors
MSFT 		Microsoft Corp
31,767
13,389.8
-7.95%
7.600
-0.71%
0.000
+15.60%
+9.10%
3,404,699.7
Software
AAPL 		Apple Inc
45,053
11,282.2
-4.32%
6.400
-0.29%
0.000
-16.66%
-19.43%
3,006,410.0
Hardware
AVGO 		Broadcom Inc
32,677
7,575.8
-16.56%
4.300
-0.67%
0.000
+20.68%
+3.81%
1,128,185.6
Semiconductors
CRM 		Salesforce Inc
19,639
6,565.9
0%
3.720
0%
0.000
-7.57%
-17.66%
263,720.9
Software
ORCL 		Oracle Corp
32,676
5,445.1
+8.88%
3.090
+0.25%
0.000
-1.32%
-1.42%
457,875.3
Software
NOW 		ServiceNow Inc
4,901
5,195.6
-11.85%
2.950
-0.35%
0.000
+10.05%
-3.48%
211,789.0
Software
ACN 		Accenture PLC
12,117
4,262.6
+9.73%
2.420
+0.21%
0.000
-8.99%
-9.46%
197,573.7
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
KLAC 		KLA Corp2024-12-31Reduce
-1.68%
●
614.46 ($674.59) 829.65
$780.62
15.72%
Reduce -66.37%
1,828
-3,608
NVDA 		NVIDIA Corp2024-12-31Add
+1.50%
●
118.85 ($138.16) 148.88
$136.43
-1.26%
Add 23.83%
102,382
19,705
AMD 		Advanced Micro Devices Inc2024-12-31Reduce
-1.45%
●
118.88 ($143.64) 172.8
$113.20
-21.19%
Reduce -72.05%
5,695
-14,683
IBM 		International Business Machines Corp2024-12-31Add
+1.10%
●
204.9 ($222.76) 238.04
$260.94
17.14%
Add 175.79%
13,842
8,823
LRCX 		Lam Research Corp2024-12-31Reduce
-1.10%
●
70.05 ($75.79) 85.7
$84.08
10.94%
Reduce -63.11%
13,101
-22,409
GWRE 		Guidewire Software Inc2024-12-31Add
+0.89%
●
168.58 ($186.9) 207.12
$208.72
11.67%
Add 644.47%
10,765
9,319
MTSI 		MACOM Technology Solutions Holdings Inc2024-12-31New Buy
+0.78%
●
108.1 ($126.09) 142.46
$122.97
-2.48%
New holding
10,571
10,571
MSFT 		Microsoft Corp2024-12-31Reduce
-0.71%
●
406.35 ($426.03) 454.46
$458.08
7.52%
Reduce -7.95%
31,767
-2,743
AVGO 		Broadcom Inc2024-12-31Reduce
-0.67%
●
159.67 ($185.23) 250
$239.94
29.54%
Reduce -16.56%
32,677
-6,483
FI 		Fiserv Inc2024-12-31Add
+0.65%
●
182.45 ($204.51) 222.45
$159.76
-21.88%
Add 118.82%
10,304
5,595

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 2024-12-31

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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