MT

MFS Technology Portfolio

Mutual Fund
MFS VARIABLE INSURANCE TRUST II
Last update 2025-06-24 56 Stocks (2 new)
Value $155.00 Mil Turnover 9 %
Countries:
Top Holdings: META(11.49%)GOOGL(7.71%)MSFT(7.52%)AAPL(6.52%)NVDA(4.31%)
Summary Stock Picks Current Portfolio
MFS Technology 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
META
Meta Platforms Inc
30,850
17,780.7
-1.49%
11.490
-0.16%
0.000
+25.19%
+25.36%
1,842,448.7
Interactive Media
GOOGL
Alphabet Inc
77,166
11,933.0
+0.79%
7.710
+0.06%
0.000
+11.41%
-6.49%
2,147,432.5
Interactive Media
MSFT
Microsoft Corp
31,019
11,644.2
-2.35%
7.520
-0.18%
0.000
+29.18%
+19.92%
3,742,360.2
Software
AAPL
Apple Inc
45,407
10,086.3
+0.79%
6.520
+0.05%
0.000
+6.32%
-15.48%
3,153,550.3
Hardware
NVDA
NVIDIA Corp
61,549
6,670.7
-39.88%
4.310
-3.11%
0.000
+42.47%
+21.31%
3,972,245.3
Semiconductors
CRM
Salesforce Inc
19,793
5,311.6
+0.78%
3.430
+0.03%
0.000
+2.49%
-18.71%
258,999.5
Software
AVGO
Broadcom Inc
31,336
5,246.6
-4.10%
3.390
-0.18%
0.000
+50.45%
+20.51%
1,307,094.6
Semiconductors
ORCL
Oracle Corp
35,170
4,917.1
+7.63%
3.180
+0.23%
0.000
+69.42%
+42.37%
662,350.9
Software
ACN
Accenture PLC
13,709
4,277.8
+13.14%
2.760
+0.32%
0.000
-0.36%
-14.68%
185,236.4
Software
IBM
International Business Machines Corp
International Business Machines Corp
17,076
4,246.1
+23.36%
2.740
+0.52%
0.000
+24.12%
+33.75%
269,655.1
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
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-3.11%
●
106.98 ($126.74) 149.43
$162.88
28.52%
Reduce -39.88%
61,549
-40,833
PLTR
Palantir Technologies Inc
2025-03-31
Sold Out
Sold Out
-1.16%
●
64.98 ($87.82) 124.62
$143.13
62.98%
Sold Out
0
-26,975
OKTA
Okta Inc
2025-03-31
Add
Add
+1.11%
●
78.83 ($97.68) 116.72
$99.15
1.50%
Add 147.01%
27,509
16,372
QCOM
Qualcomm Inc
2025-03-31
Reduce
Reduce
-1.03%
●
151.94 ($163) 175.86
$159.35
-2.24%
Reduce -59.53%
8,043
-11,829
DOCU
Docusign Inc
2025-03-31
Add
Add
+1.00%
●
74.7 ($87.59) 97.7
$79.58
-9.14%
Add 150.61%
31,474
18,915
ESTC
Elastic NV
2025-03-31
New Buy
New Buy
+0.90%
●
89.1 ($103.79) 117.76
$86.56
-16.60%
New holding
15,708
15,708
DDOG
Datadog Inc
2025-03-31
Add
Add
+0.74%
●
98.68 ($126.18) 151.89
$142.75
13.13%
Add 122.24%
21,044
11,575
DNB
Dun & Bradstreet Holdings Inc
2025-03-31
Sold Out
Sold Out
-0.67%
●
7.89 ($10.23) 12.48
$9.12
-10.85%
Sold Out
0
-94,205
APH
Amphenol Corp
2025-03-31
Reduce
Reduce
-0.61%
●
61.62 ($68.22) 78.55
$98.21
43.96%
Reduce -31.37%
33,979
-15,534
GWRE
Guidewire Software Inc
2025-03-31
Add
Add
+0.59%
●
166.74 ($194.38) 218.22
$231.25
18.97%
Add 45.43%
15,656
4,891

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 2025-03-31

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

Discussions on MFS Technology Portfolio

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.