Full & Historical Holdings
New Discovery Value Portfolio
View Historical Holdings by Month
| Based on Market Value | Based on Equivalent Exposure | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| CUSIP/SEDOL | Ticker |
Securities
(on 07-31-25)
|
Shares or Par Amount | Value | Percent of Net Assets | Value | Percent of Net Assets | Market Cap ($mm) |
GICS Sectors
The Global Industry Classification Standard (GICS®) was developed by and/or is the exclusive property of MSCI, Inc. and S&P Global Market Intelligence Inc. ("S&P Global Market Intelligence"). GICS is a service mark of MSCI and S&P Global Market Intelligence and has been licensed for use by MFS. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS. |
Country | |
| 73317470 | BPOP US | Popular Inc | 5,591 | $640,616.78 | 1.46% | $640,616.78 | 1.46% | 7,849.96 | Financials | United States | |
| 69478X10 | PPBI US | Pacific Premier Bancorp Inc | 25,312 | $548,511.04 | 1.25% | $548,511.04 | 1.25% | 2,102.52 | Financials | United States | |
| 72651A20 | PAGP US | Plains GP Holdings LP | 27,054 | $530,258.40 | 1.21% | $530,258.40 | 1.21% | 3,875.78 | Energy | United States | |
| 63001N10 | NATL US | NCR Atleos Corp | 17,118 | $523,810.80 | 1.20% | $523,810.80 | 1.20% | 2,247.70 | Financials | United States | |
| 74360610 | PB US | Prosperity Bancshares Inc | 7,792 | $519,103.04 | 1.19% | $519,103.04 | 1.19% | 6,347.35 | Financials | United States | |
| 32051X10 | FHB US | First Hawaiian Inc | 21,004 | $509,347.00 | 1.16% | $509,347.00 | 1.16% | 3,048.69 | Financials | United States | |
| 92888110 | VNT US | Vontier Corp | 12,071 | $500,584.37 | 1.14% | $500,584.37 | 1.14% | 6,150.00 | Information Technology | United States | |
| 41012010 | HWC US | Hancock Whitney Corp | 8,145 | $486,419.40 | 1.11% | $486,419.40 | 1.11% | 5,114.61 | Financials | United States | |
| 28618M10 | ESI US | Element Solutions Inc | 20,062 | $473,463.20 | 1.08% | $473,463.20 | 1.08% | 5,723.10 | Materials | United States | |
| 14915010 | CATY US | Cathay General Bancorp | 10,433 | $471,780.26 | 1.08% | $471,780.26 | 1.08% | 3,170.39 | Financials | United States | |
| 74112D10 | PBH US | Prestige Brands Holdings Inc | 6,358 | $470,174.10 | 1.08% | $470,174.10 | 1.08% | 3,661.19 | Health Care | United States | |
| 73650884 | POR US | Portland General Electric Co | 11,352 | $466,794.24 | 1.07% | $466,794.24 | 1.07% | 4,505.20 | Utilities | United States | |
| 32055Y20 | FIBK US | First Interstate BancSystem Inc | 16,133 | $464,469.07 | 1.06% | $464,469.07 | 1.06% | 3,019.70 | Financials | United States | |
| 07734730 | BELFB US | Bel Fuse Inc | 3,552 | $461,902.08 | 1.06% | $461,902.08 | 1.06% | 1,647.22 | Information Technology | United States | |
| 04956D10 | ATMU US | Atmus Filtration Technologies Inc | 11,793 | $458,865.63 | 1.05% | $458,865.63 | 1.05% | 3,216.46 | Industrials | United States | |
| 78442P10 | SLM US | SLM Corp | 14,385 | $457,443.00 | 1.05% | $457,443.00 | 1.05% | 6,629.71 | Financials | United States | |
| 82704810 | SLGN US | Silgan Holdings Inc | 9,670 | $449,945.10 | 1.03% | $449,945.10 | 1.03% | 4,978.39 | Materials | United States | |
| 66807430 | NWE US | Northwestern Energy Group Inc | 8,342 | $447,965.40 | 1.02% | $447,965.40 | 1.02% | 3,296.09 | Utilities | United States | |
| 19723610 | COLB US | Columbia Banking System Inc | 18,794 | $447,297.20 | 1.02% | $447,297.20 | 1.02% | 5,003.07 | Financials | United States | |
| G6564A10 | NOMD US | Nomad Foods Ltd | 26,442 | $445,283.28 | 1.02% | $445,283.28 | 1.02% | 2,585.11 | Consumer Staples | United Kingdom | |
| 29670E10 | EPRT US | Essential Properties Realty Trust Inc REIT | 14,540 | $443,324.60 | 1.01% | $443,324.60 | 1.01% | 6,041.28 | Real Estate | United States | |
| 92839U20 | VC US | Visteon Corp | 3,971 | $441,376.65 | 1.01% | $441,376.65 | 1.01% | 3,034.40 | Consumer Discretionary | United States | |
| G8711010 | FTI US | TechnipFMC PLC | 11,765 | $427,893.05 | 0.98% | $427,893.05 | 0.98% | 14,948.67 | Energy | United States | |
| 90984P30 | UCB US | United Community Banks Inc/GA | 13,820 | $421,510.00 | 0.96% | $421,510.00 | 0.96% | 3,705.73 | Financials | United States | |
| 42129810 | HAYW US | Hayward Holdings Inc | 27,248 | $419,074.24 | 0.96% | $419,074.24 | 0.96% | 3,332.95 | Industrials | United States | |
| 41086710 | THG US | Hanover Insurance Group Inc | 2,440 | $418,777.20 | 0.96% | $418,777.20 | 0.96% | 6,164.31 | Financials | United States | |
| 00912X30 | AL US | Air Lease Corp | 7,555 | $418,547.00 | 0.96% | $418,547.00 | 0.96% | 6,191.46 | Industrials | United States | |
| 03674X10 | AR US | Antero Resources Corp | 11,920 | $416,365.60 | 0.95% | $416,365.60 | 0.95% | 10,823.72 | Energy | United States | |
| 88738910 | TKR US | Timken Co | 5,466 | $415,907.94 | 0.95% | $415,907.94 | 0.95% | 5,323.48 | Industrials | United States | |
| 69376K10 | PX US | P10 Inc | 33,532 | $412,443.60 | 0.94% | $412,443.60 | 0.94% | 1,358.39 | Financials | United States | |
| 27579R10 | EWBC US | East West Bancorp Inc | 4,032 | $404,208.00 | 0.92% | $404,208.00 | 0.92% | 13,816.98 | Financials | United States | |
| 90268110 | UGI US | UGI Corp | 11,093 | $401,344.74 | 0.92% | $401,344.74 | 0.92% | 7,758.49 | Utilities | United States | |
| 68235P10 | OGS US | ONE Gas Inc | 5,466 | $397,378.20 | 0.91% | $397,378.20 | 0.91% | 4,356.96 | Utilities | United States | |
| 20603L10 | CON US | Concentra Group Holdings Parent Inc | 19,881 | $397,023.57 | 0.91% | $397,023.57 | 0.91% | 2,559.59 | Health Care | United States | |
| 90278810 | UMBF US | UMB Financial Corp | 3,599 | $395,854.01 | 0.91% | $395,854.01 | 0.91% | 8,351.21 | Financials | United States | |
| 45765U10 | NSIT US | Insight Enterprises Inc | 3,317 | $393,329.86 | 0.90% | $393,329.86 | 0.90% | 3,786.05 | Information Technology | United States | |
| 88224Q10 | TCBI US | Texas Capital Bancshares Inc | 4,674 | $392,475.78 | 0.90% | $392,475.78 | 0.90% | 3,842.06 | Financials | United States | |
| 71844V20 | PECO US | Phillips Edison & Co Inc REIT | 11,484 | $388,044.36 | 0.89% | $388,044.36 | 0.89% | 4,244.40 | Real Estate | United States | |
| 34354P10 | FLS US | Flowserve Corp | 6,914 | $387,460.56 | 0.89% | $387,460.56 | 0.89% | 7,329.04 | Industrials | United States | |
| 57648520 | MTDR US | Matador Resources Co | 7,754 | $386,769.52 | 0.88% | $386,769.52 | 0.88% | 6,209.78 | Energy | United States | |
| 45378A10 | IRT US | Independence Realty Trust Inc REIT | 22,675 | $380,259.75 | 0.87% | $380,259.75 | 0.87% | 3,920.99 | Real Estate | United States | |
| 71424F10 | PR US | Permian Resources Corp | 26,804 | $379,544.64 | 0.87% | $379,544.64 | 0.87% | 9,981.00 | Energy | United States | |
| G6700G10 | NVT US | nVent Electric PLC | 4,790 | $375,631.80 | 0.86% | $375,631.80 | 0.86% | 12,910.76 | Industrials | United States | |
| 27627N10 | EBC US | Eastern Bankshares Inc | 24,284 | $375,187.80 | 0.86% | $375,187.80 | 0.86% | 3,267.68 | Financials | United States | |
| 05368V10 | AVNT US | Avient Corp | 11,877 | $374,956.89 | 0.86% | $374,956.89 | 0.86% | 2,889.70 | Materials | United States | |
| 55305B10 | MHO US | M/I Homes Inc | 3,106 | $373,310.14 | 0.85% | $373,310.14 | 0.85% | 3,171.90 | Consumer Discretionary | United States | |
| 89621520 | TRS US | TriMas Corp | 10,443 | $373,128.39 | 0.85% | $373,128.39 | 0.85% | 1,452.48 | Materials | United States | |
| 42829110 | HXL US | Hexcel Corp | 6,216 | $372,400.56 | 0.85% | $372,400.56 | 0.85% | 4,768.84 | Industrials | United States | |
| 53418710 | LNC US | Lincoln National Corp | 9,743 | $371,305.73 | 0.85% | $371,305.73 | 0.85% | 6,506.67 | Financials | United States | |
| 38868910 | GPK US | Graphic Packaging Holding Co | 16,277 | $363,953.72 | 0.83% | $363,953.72 | 0.83% | 6,642.44 | Materials | United States | |
| 64602510 | NJR US | New Jersey Resources Corp | 7,924 | $363,790.84 | 0.83% | $363,790.84 | 0.83% | 4,608.06 | Utilities | United States | |
| 11120U10 | BRX US | Brixmor Property Group Inc REIT | 13,910 | $363,468.30 | 0.83% | $363,468.30 | 0.83% | 7,998.39 | Real Estate | United States | |
| 29605J10 | ESAB US | Esab Corp | 2,699 | $362,124.83 | 0.83% | $362,124.83 | 0.83% | 8,133.79 | Industrials | United States | |
| 68404L20 | OPCH US | Option Care Health Inc | 12,242 | $359,302.70 | 0.82% | $359,302.70 | 0.82% | 4,805.89 | Health Care | United States | |
| 84857L10 | SR US | Laclede Group Inc/The | 4,817 | $358,721.99 | 0.82% | $358,721.99 | 0.82% | 4,394.99 | Utilities | United States | |
| B7FNMQ | EFN CN | Element Fleet Management Corp | 13,704 | $356,446.42 | 0.82% | $356,446.42 | 0.82% | 10,465.28 | Industrials | Canada | |
| 75875010 | RRX US | Regal Rexnord Corp | 2,329 | $356,057.52 | 0.81% | $356,057.52 | 0.81% | 10,141.38 | Industrials | United States | |
| 76169C10 | REXR US | Rexford Industrial Realty Inc REIT | 9,643 | $352,258.79 | 0.81% | $352,258.79 | 0.81% | 8,646.47 | Real Estate | United States | |
| 83192D40 | SMA US | Smartstop Self Storage REIT Inc | 10,371 | $351,369.48 | 0.80% | $351,369.48 | 0.80% | 1,051.97 | Real Estate | United States | |
| 29415F10 | NVST US | Envista Holdings Corp | 18,190 | $343,609.10 | 0.79% | $343,609.10 | 0.79% | 3,239.64 | Health Care | United States | |
| 87305R10 | TTMI US | TTM Technologies Inc | 7,266 | $343,318.50 | 0.78% | $343,318.50 | 0.78% | 4,802.03 | Information Technology | United States | |
| 22279550 | CUZ US | Cousins Properties Inc REIT | 12,586 | $341,080.60 | 0.78% | $341,080.60 | 0.78% | 4,550.41 | Real Estate | United States | |
| N3144W10 | XPRO US | Expro Group Holdings NV | 31,340 | $337,845.20 | 0.77% | $337,845.20 | 0.77% | 1,246.09 | Energy | United States | |
| 72913210 | PLXS US | Plexus Corp | 2,647 | $337,492.50 | 0.77% | $337,492.50 | 0.77% | 3,458.06 | Information Technology | United States | |
| G0692U10 | AXS US | Axis Capital Holdings Ltd | 3,586 | $336,510.24 | 0.77% | $336,510.24 | 0.77% | 7,380.61 | Financials | United States | |
| 92795910 | VNOM US | Viper Energy Inc | 8,927 | $336,190.82 | 0.77% | $336,190.82 | 0.77% | 4,945.62 | Energy | United States | |
| 38526M10 | LOPE US | Grand Canyon Education Inc | 1,992 | $335,910.96 | 0.77% | $335,910.96 | 0.77% | 4,805.28 | Consumer Discretionary | United States | |
| 88602920 | THRY US | Thryv Holdings Inc | 25,428 | $334,632.48 | 0.77% | $334,632.48 | 0.77% | 578.20 | Communication Services | United States | |
| 65336K10 | NXST US | Nexstar Media Group Inc | 1,779 | $332,868.69 | 0.76% | $332,868.69 | 0.76% | 5,680.29 | Communication Services | United States | |
| 12660010 | CVBF US | CVB Financial Corp | 17,673 | $330,308.37 | 0.76% | $330,308.37 | 0.76% | 2,575.95 | Financials | United States | |
| 46014610 | IP US | International Paper Co | 6,929 | $323,861.46 | 0.74% | $323,861.46 | 0.74% | 24,674.12 | Materials | United States | |
| 74731610 | KWR US | Quaker Chemical Corp | 2,777 | $317,744.34 | 0.73% | $317,744.34 | 0.73% | 2,023.02 | Materials | United States | |
| 35086T10 | FCPT US | Four Corners Property Trust Inc REIT | 12,510 | $315,752.40 | 0.72% | $315,752.40 | 0.72% | 2,636.68 | Real Estate | United States | |
| 00797310 | AEIS US | Advanced Energy Industries Inc | 2,266 | $314,792.72 | 0.72% | $314,792.72 | 0.72% | 5,265.07 | Information Technology | United States | |
| 81630010 | SIGI US | Selective Insurance Group Inc | 4,011 | $312,737.67 | 0.72% | $312,737.67 | 0.72% | 4,744.50 | Financials | United States | |
| 04418610 | ASH US | Ashland Inc | 6,063 | $312,608.28 | 0.71% | $312,608.28 | 0.71% | 2,356.60 | Materials | United States | |
| 01234810 | AIN US | Albany International Corp | 5,745 | $311,321.55 | 0.71% | $311,321.55 | 0.71% | 1,598.60 | Industrials | United States | |
| 23582520 | DAN US | Dana Inc | 19,529 | $310,901.68 | 0.71% | $310,901.68 | 0.71% | 2,320.17 | Consumer Discretionary | United States | |
| 70932M10 | PFSI US | PennyMac Financial Services Inc | 3,326 | $309,783.64 | 0.71% | $309,783.64 | 0.71% | 4,816.27 | Financials | United States | |
| 00449810 | ACIW US | ACI Worldwide Inc | 7,237 | $308,006.72 | 0.70% | $308,006.72 | 0.70% | 4,480.42 | Information Technology | United States | |
| 41805610 | HAS US | Hasbro Inc | 4,077 | $306,427.32 | 0.70% | $306,427.32 | 0.70% | 10,532.12 | Consumer Discretionary | United States | |
| 60471A10 | MIR US | Mirion Technologies Inc | 13,584 | $303,602.40 | 0.69% | $303,602.40 | 0.69% | 5,041.15 | Information Technology | United States | |
| 70334310 | PATK US | Patrick Industries Inc | 3,031 | $294,734.44 | 0.67% | $294,734.44 | 0.67% | 3,260.75 | Consumer Discretionary | United States | |
| 91704F10 | UE US | Urban Edge Properties REIT | 14,832 | $292,487.04 | 0.67% | $292,487.04 | 0.67% | 2,480.60 | Real Estate | United States | |
| 00422510 | ACAD US | ACADIA Pharmaceuticals Inc | 12,232 | $291,488.56 | 0.67% | $291,488.56 | 0.67% | 3,988.23 | Health Care | United States | |
| G4705A10 | ICLR US | ICON PLC | 1,716 | $290,330.04 | 0.66% | $290,330.04 | 0.66% | 13,158.27 | Health Care | United States | |
| 89628810 | TNET US | TriNet Group Inc | 4,258 | $288,734.98 | 0.66% | $288,734.98 | 0.66% | 3,294.88 | Industrials | United States | |
| G4863A10 | BRSL US | Brightstar Lottery PLC | 19,172 | $284,512.48 | 0.65% | $284,512.48 | 0.65% | 3,012.52 | Consumer Discretionary | United States | |
| 11276H10 | BIPC US | Brookfield Infrastructure Corp | 7,264 | $283,586.56 | 0.65% | $283,586.56 | 0.65% | 4,646.70 | Utilities | Canada | |
| 04911A10 | AUB US | Atlantic Union Bankshares Corp | 8,910 | $282,447.00 | 0.65% | $282,447.00 | 0.65% | 4,516.25 | Financials | United States | |
| 34637510 | FORM US | FormFactor Inc | 9,799 | $278,389.59 | 0.64% | $278,389.59 | 0.64% | 2,189.75 | Information Technology | United States | |
| 82900L10 | SMPL US | Simply Good Foods Co | 9,120 | $277,795.20 | 0.64% | $277,795.20 | 0.64% | 3,062.49 | Consumer Staples | United States | |
| 85423L10 | SARO US | StandardAero Inc | 9,686 | $276,535.30 | 0.63% | $276,535.30 | 0.63% | 9,548.89 | Industrials | United States | |
| 86037210 | STC US | Stewart Information Services Corp | 4,200 | $272,706.00 | 0.62% | $272,706.00 | 0.62% | 1,814.14 | Financials | United States | |
| G0538450 | AHL US | Aspen Insurance Holdings Ltd | 8,557 | $270,315.63 | 0.62% | $270,315.63 | 0.62% | 2,901.17 | Financials | Bermuda | |
| 76729210 | RIOT US | Riot Platforms Inc | 20,138 | $270,050.58 | 0.62% | $270,050.58 | 0.62% | 4,790.91 | Information Technology | United States | |
| 38255010 | GT US | Goodyear Tire & Rubber Co | 26,180 | $269,130.40 | 0.62% | $269,130.40 | 0.62% | 2,937.03 | Consumer Discretionary | United States | |
| 48840110 | KMPR US | Kemper Corp | 4,345 | $267,608.55 | 0.61% | $267,608.55 | 0.61% | 3,941.45 | Financials | United States | |
| 48242W10 | KBR US | KBR Inc | 5,637 | $263,473.38 | 0.60% | $263,473.38 | 0.60% | 6,063.86 | Industrials | United States | |
| 90431120 | UA US | Under Armour Inc | 41,713 | $262,791.90 | 0.60% | $262,791.90 | 0.60% | 2,683.76 | Consumer Discretionary | United States | |
| BKY8LF | PET CN | Pet Valu Holdings Ltd | 10,840 | $262,316.11 | 0.60% | $262,316.11 | 0.60% | 1,705.80 | Consumer Discretionary | Canada | |
| 16308610 | CHEF US | Chefs' Warehouse Inc | 3,820 | $261,899.20 | 0.60% | $261,899.20 | 0.60% | 2,794.69 | Consumer Staples | United States | |
| 25960P10 | DEI US | Douglas Emmett Inc REIT | 17,077 | $258,887.32 | 0.59% | $258,887.32 | 0.59% | 2,538.49 | Real Estate | United States | |
| G2717B10 | CWK US | Cushman & Wakefield PLC | 21,196 | $258,379.24 | 0.59% | $258,379.24 | 0.59% | 2,821.53 | Real Estate | United States | |
| 65122910 | NWL US | Newell Brands Inc | 45,613 | $255,888.93 | 0.59% | $255,888.93 | 0.59% | 2,343.30 | Consumer Discretionary | United States | |
| 05990K10 | BANC US | Banc of California Inc | 17,202 | $249,773.04 | 0.57% | $249,773.04 | 0.57% | 2,289.03 | Financials | United States | |
| 11704310 | BC US | Brunswick Corp/DE | 4,256 | $248,082.24 | 0.57% | $248,082.24 | 0.57% | 3,833.56 | Consumer Discretionary | United States | |
| 63947X10 | NCNO US | nCino Inc | 8,881 | $248,001.92 | 0.57% | $248,001.92 | 0.57% | 3,237.67 | Information Technology | United States | |
| 88947810 | TOL US | Toll Brothers Inc | 2,095 | $247,964.20 | 0.57% | $247,964.20 | 0.57% | 11,637.75 | Consumer Discretionary | United States | |
| 50188920 | LKQ US | LKQ Corp | 8,239 | $242,803.33 | 0.56% | $242,803.33 | 0.56% | 7,582.63 | Consumer Discretionary | United States | |
| G0750C10 | AXTA US | Axalta Coating Systems Ltd | 8,488 | $240,380.16 | 0.55% | $240,380.16 | 0.55% | 6,134.11 | Materials | United States | |
| 53220K50 | LGND US | Ligand Pharmaceuticals Inc | 1,775 | $233,554.50 | 0.53% | $233,554.50 | 0.53% | 2,538.73 | Health Care | United States | |
| 48282T10 | KAI US | Kadant Inc | 694 | $230,942.38 | 0.53% | $230,942.38 | 0.53% | 3,918.70 | Industrials | United States | |
| 91809010 | UTZ US | Utz Brands Inc | 17,501 | $228,038.03 | 0.52% | $228,038.03 | 0.52% | 1,121.39 | Consumer Staples | United States | |
| 42704L10 | HRI US | Herc Holdings Inc | 1,918 | $224,041.58 | 0.51% | $224,041.58 | 0.51% | 3,882.36 | Industrials | United States | |
| 00737L10 | ATGE US | Adtalem Global Education Inc | 1,935 | $221,112.45 | 0.51% | $221,112.45 | 0.51% | 4,172.23 | Consumer Discretionary | United States | |
| 82873020 | SFNC US | Simmons First National Corp | 11,002 | $210,908.34 | 0.48% | $210,908.34 | 0.48% | 2,773.57 | Financials | United States | |
| 55269010 | MDU US | MDU Resources Group Inc | 10,867 | $187,455.75 | 0.43% | $187,455.75 | 0.43% | 3,524.71 | Utilities | United States | |
| 16385110 | CC US | Chemours Co | 14,738 | $176,561.24 | 0.40% | $176,561.24 | 0.40% | 1,793.10 | Materials | United States | |
| 51654410 | LNTH US | Lantheus Holdings Inc | 2,451 | $174,486.69 | 0.40% | $174,486.69 | 0.40% | 4,925.34 | Health Care | United States | |
| 74982T10 | RXO US | RXO Inc | 10,689 | $165,145.05 | 0.38% | $165,145.05 | 0.38% | 2,532.50 | Industrials | United States | |
| 16115Q30 | GTLS US | Chart Industries Inc | 823 | $163,637.09 | 0.37% | $163,637.09 | 0.37% | 8,936.50 | Industrials | United States | |
| 19851610 | COLM US | Columbia Sportswear Co | 2,800 | $158,396.00 | 0.36% | $158,396.00 | 0.36% | 3,120.91 | Consumer Discretionary | United States | |
| 44812J10 | HUT US | Hut 8 Corp | 7,313 | $155,254.99 | 0.36% | $155,254.99 | 0.36% | 2,446.19 | Information Technology | United States | |
| 39890510 | GPI US | Group 1 Automotive Inc | 346 | $142,603.90 | 0.33% | $142,603.90 | 0.33% | 5,333.22 | Consumer Discretionary | United States | |
| 68622V10 | OGN US | Organon & Co | 13,145 | $127,506.50 | 0.29% | $127,506.50 | 0.29% | 2,521.57 | Health Care | United States | |
| 83207R10 | SDHC US | Smith Douglas Homes Corp | 6,097 | $114,867.48 | 0.26% | $114,867.48 | 0.26% | 169.40 | Consumer Discretionary | United States | |
| CASH | CASH | Cash & Cash Equivalents | - | $652,727.30 | 1.49% | $652,727.30 | 1.49% | - | - | - | |
*Short positions, unlike long positions, lose value if the underlying asset gains value.
Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ.
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