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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.720 | 0.720 | 0.000 |
Stocks | 99.210 | 99.210 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.116 | 21.264 |
Price to Book | 3.865 | 4.344 |
Price to Sales | 3.559 | 2.754 |
Price to Cash Flow | 16.038 | 14.419 |
Dividend Yield | 1.426 | 1.482 |
5 Years Earnings Growth | 13.986 | 12.305 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.910 | 25.938 |
Financial Services | 15.220 | 16.166 |
Healthcare | 12.000 | 14.085 |
Industrials | 9.790 | 9.174 |
Consumer Defensive | 8.090 | 6.688 |
Consumer Cyclical | 6.940 | 10.490 |
Communication Services | 6.500 | 8.733 |
Energy | 3.470 | 3.902 |
Utilities | 3.210 | 3.247 |
Basic Materials | 2.940 | 2.863 |
Real Estate | 1.930 | 2.288 |
Number of long holdings: 68
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.18 | 417.00 | +1.00% | |
Alphabet A | US02079K3059 | 5.33 | 164.76 | -1.71% | |
NVIDIA | US67066G1040 | 5.26 | 141.95 | -3.22% | |
Amazon.com | US0231351067 | 4.41 | 197.12 | -0.64% | |
Apple | US0378331005 | 4.21 | 229.87 | +0.59% | |
JPMorgan | US46625H1005 | 2.60 | 248.55 | +1.55% | |
Visa A | US92826C8394 | 2.20 | 309.92 | +0.01% | |
ConocoPhillips | US20825C1045 | 2.09 | 111.75 | -0.13% | |
Salesforce Inc | US79466L3024 | 2.00 | 342.02 | +1.86% | |
American Tower | US03027X1000 | 1.91 | 204.31 | +0.74% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sun Life MFS International Value A | 1.94B | 14.45 | 2.21 | 7.58 | ||
Sun Life MFS International Value F | 1.94B | 15.58 | 3.41 | 8.82 | ||
Sun Life MFS Intl Value A T5 | 1.94B | 14.43 | 2.19 | 7.56 | ||
Sun Life MFS Intl Value A T8 | 1.94B | 14.41 | 2.16 | 7.56 | ||
Sun Life MFS Global Growth D | 1.89B | 15.76 | 6.63 | 12.20 |
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