Titelia

Holdings of MFS Mid Cap Value Portfolio

MFS VARIABLE INSURANCE TRUST III ·153 declared positions · as of Mar 31, 2026

Original filing · Net assets 591.5M $ · Ten largest lines: 13.3 % of the equity sleeve

Sector breakdown

  • Industrials 9.4 %
  • Financials 9.3 %
  • Technology 8.5 %
  • Utilities 7.3 %
  • Energy 6.8 %
  • Health care 4.8 %
  • Consumer discretionary 2.9 %
  • Consumer staples 2.5 %
  • Communication 1.8 %
  • Materials 1.7 %
  • Real estate 1.6 %
  • Unattributed 43.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 99.1 %
  • EUR 0.5 %
  • GBP 0.4 %

The quoted currency of each line, as declared.

Country breakdown

  • US 90.1 %
  • IE 2.2 %
  • GB 1.7 %
  • SG 1.4 %
  • JE 1.2 %
  • BM 0.8 %
  • CA 0.7 %
  • NL 0.6 %
  • FR 0.5 %
  • IL 0.4 %
  • DE 0.3 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US137528.9M $90.05 %
IE313.2M $2.25 %
GB310.3M $1.75 %
SG18.4M $1.43 %
JE37.2M $1.22 %
BM14.6M $0.78 %
CA14M $0.68 %
NL13.7M $0.62 %
FR13M $0.51 %
IL12.6M $0.44 %
DE11.6M $0.27 %

Positions

CompanySharesValueWeight
Darden Restaurants Inc 15,5803.1M $0.52 %
BJ's Wholesale Club Holdings Inc 30,8263M $0.51 %
Amcor PLC 75,6453M $0.51 %
TE Connectivity PLC 14,2873M $0.50 %
Pernod Ricard SA 39,9543M $0.50 %
Carlyle Group Inc/The 61,6243M $0.50 %
ITT Inc 15,5673M $0.50 %
Southwest Airlines Co 78,5353M $0.50 %
Waters Corp 9,6802.9M $0.49 %
Nordson Corp 10,7662.9M $0.48 %
Biogen Inc 15,4022.8M $0.48 %
Cognizant Technology Solutions Corp. 45,7582.8M $0.47 %
Columbia Banking System Inc 100,0902.7M $0.46 %
Qnity Electronics Inc 23,6692.7M $0.46 %
Mohawk Industries Inc 27,7072.7M $0.46 %
International Paper Co 75,5622.7M $0.46 %
Brown & Brown Inc 41,2182.7M $0.45 %
Check Point Software Technologies Ltd 18,0972.6M $0.44 %
London Stock Exchange Group PLC 21,8542.6M $0.44 %
Revvity Inc 29,2342.6M $0.43 %
Prosperity Bancshares Inc 37,9562.5M $0.43 %
Zebra Technologies Corp 12,0332.5M $0.43 %
Brown-Forman Corp 94,1692.5M $0.42 %
CDW Corp/DE 20,5442.5M $0.42 %
Cooper Cos Inc/The 34,3522.5M $0.42 %
Alaska Air Group Inc 65,9662.4M $0.41 %
GE HealthCare Technologies Inc 33,9472.4M $0.41 %
Rexford Industrial Realty Inc 73,0962.4M $0.40 %
MiniMed Group Inc 158,3992.4M $0.40 %
KBR Inc 63,8102.4M $0.40 %
James Hardie Industries PLC 123,8922.3M $0.40 %
Nexstar Media Group Inc 11,7732.1M $0.36 %
Birkenstock Holding Plc 58,2642.1M $0.35 %
Terex Corp 35,0032.1M $0.35 %
TPG Inc 49,9522M $0.34 %
ICON PLC 18,1062M $0.34 %
Group 1 Automotive Inc 6,0092M $0.34 %
Brightstar Lottery PLC 155,3292M $0.33 %
Peabody Energy Corp 59,6082M $0.33 %
Graphic Packaging Holding Co 189,4431.9M $0.32 %
Builders FirstSource Inc 21,6481.8M $0.30 %
Hanover Insurance Group Inc/The 10,2671.8M $0.30 %
Equitable Holdings Inc 47,7831.8M $0.30 %
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 7,9431.8M $0.30 %
Skyworks Solutions Inc 31,6511.7M $0.29 %
BioNTech SE 18,0741.6M $0.27 %
Gap Inc/The 58,3271.4M $0.24 %
Campbell's Company/The 62,1191.4M $0.23 %
Pegasystems Inc 31,7071.3M $0.23 %
TALEN ENERGY CORP 3,5231.1M $0.19 %
Newell Brands Inc 325,6451.1M $0.19 %
StandardAero Inc 41,2871.1M $0.18 %
Versigent PLC 24,611783.9K $0.13 %