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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.630 | 0.630 | 0.000 |
Stocks | 99.240 | 99.240 | 0.000 |
Other | 0.130 | 0.130 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.630 | 21.389 |
Price to Book | 3.895 | 4.350 |
Price to Sales | 3.503 | 2.752 |
Price to Cash Flow | 15.916 | 14.438 |
Dividend Yield | 1.447 | 1.467 |
5 Years Earnings Growth | 14.325 | 12.416 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.060 | 25.934 |
Financial Services | 15.610 | 16.056 |
Healthcare | 12.970 | 14.061 |
Industrials | 9.000 | 9.223 |
Consumer Defensive | 8.140 | 6.681 |
Communication Services | 6.590 | 8.728 |
Consumer Cyclical | 6.290 | 10.630 |
Energy | 3.670 | 4.005 |
Basic Materials | 3.050 | 2.876 |
Utilities | 2.680 | 3.154 |
Real Estate | 1.920 | 2.207 |
Number of long holdings: 67
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.99 | 426.89 | +0.40% | |
NVIDIA | US67066G1040 | 5.42 | 146.80 | +0.36% | |
Alphabet A | US02079K3059 | 5.34 | 175.58 | -1.84% | |
Apple | US0378331005 | 4.17 | 228.22 | +1.38% | |
Amazon.com | US0231351067 | 3.97 | 211.48 | -1.22% | |
JPMorgan | US46625H1005 | 3.00 | 241.87 | +0.29% | |
ConocoPhillips | US20825C1045 | 2.28 | 112.92 | +0.98% | |
Visa A | US92826C8394 | 2.23 | 308.30 | -0.38% | |
Howmet | US4432011082 | 2.09 | 113.22 | -2.20% | |
American Tower | US03027X1000 | 1.90 | 194.77 | -0.20% |
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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