Holdings of MFS Blended Research Value Equity Fund
MFS SERIES TRUST X · 121 declared positions · as of Feb 28, 2026
Original filing · Net assets 325.1M $ · Ten largest lines: 19.8 % of the equity sleeve
Sector breakdown
- Financials 12.8 %
- Health care 11.7 %
- Technology 8.6 %
- Industrials 7.4 %
- Energy 5.6 %
- Communication 5.5 %
- Consumer discretionary 5.1 %
- Consumer staples 4.1 %
- Materials 2.6 %
- Utilities 2.1 %
- Real estate 0.5 %
- Unattributed 34.0 %
Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.
Currency breakdown
- USD 100.0 %
The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.
Country breakdown
- US 97.0 %
- GB 2.1 %
- SG 0.8 %
Shares computed on the equity sleeve, the only part this site carries.
| Country | Lines | Value (USD) | Share |
|---|---|---|---|
| US | 118 | 315.1M $ | 97.05 % |
| GB | 2 | 6.9M $ | 2.11 % |
| SG | 1 | 2.7M $ | 0.84 % |
Positions
| Company | Shares | Value (USD) | Weight |
|---|---|---|---|
| Johnson & Johnson | 43,618 | 10.8M $ | 3.33 % |
| Alphabet Inc | 24,645 | 7.7M $ | 2.36 % |
| Caterpillar Inc | 9,386 | 7M $ | 2.14 % |
| Amazon.com Inc | 31,107 | 6.5M $ | 2.01 % |
| Citigroup Inc | 53,452 | 5.9M $ | 1.81 % |
| Meta Platforms Inc | 8,453 | 5.5M $ | 1.69 % |
| Chubb Ltd | 16,003 | 5.5M $ | 1.68 % |
| Westinghouse Air Brake Technologies Corp | 19,848 | 5.2M $ | 1.61 % |
| Berkshire Hathaway Inc | 10,218 | 5.2M $ | 1.59 % |
| Pfizer Inc | 185,235 | 5.1M $ | 1.58 % |
| Wells Fargo & Co | 62,255 | 5.1M $ | 1.56 % |
| Phillips 66 | 32,246 | 5M $ | 1.53 % |
| TechnipFMC PLC | 72,794 | 4.8M $ | 1.48 % |
| Popular Inc | 35,159 | 4.8M $ | 1.46 % |
| Micron Technology Inc | 11,490 | 4.7M $ | 1.46 % |
| General Dynamics Corp | 13,264 | 4.7M $ | 1.46 % |
| Northern Trust Corp | 33,069 | 4.7M $ | 1.46 % |
| Eaton Corp PLC | 12,184 | 4.6M $ | 1.41 % |
| Gilead Sciences Inc | 30,581 | 4.6M $ | 1.40 % |
| Medtronic PLC | 46,266 | 4.5M $ | 1.39 % |
| JPMorgan Chase & Co | 14,699 | 4.4M $ | 1.36 % |
| Philip Morris International Inc. | 23,473 | 4.4M $ | 1.35 % |
| PG&E Corp | 230,496 | 4.4M $ | 1.35 % |
| Colgate-Palmolive Co | 42,294 | 4.2M $ | 1.29 % |
| EOG Resources Inc | 33,689 | 4.2M $ | 1.29 % |
| Salesforce Inc | 21,051 | 4.1M $ | 1.26 % |
| Aramark | 96,537 | 4M $ | 1.24 % |
| AGCO Corp | 29,412 | 4M $ | 1.24 % |
| Cigna Group/The | 13,807 | 4M $ | 1.23 % |
| Brunswick Corp/DE | 49,568 | 3.9M $ | 1.21 % |
| CRH PLC | 30,448 | 3.7M $ | 1.12 % |
| NextEra Energy Inc | 37,732 | 3.5M $ | 1.09 % |
| Union Pacific Corp | 13,337 | 3.5M $ | 1.09 % |
| Goldman Sachs Group Inc/The | 4,102 | 3.5M $ | 1.08 % |
| O'Reilly Automotive Inc | 36,979 | 3.5M $ | 1.07 % |
| BWX Technologies Inc | 16,775 | 3.5M $ | 1.06 % |
| Interactive Brokers Group Inc | 47,700 | 3.4M $ | 1.04 % |
| Lam Research Corp | 14,387 | 3.4M $ | 1.04 % |
| ConocoPhillips | 29,555 | 3.4M $ | 1.03 % |
| Raymond James Financial Inc | 21,510 | 3.3M $ | 1.01 % |
| McKesson Corp | 3,285 | 3.2M $ | 1.00 % |
| WP Carey Inc | 43,167 | 3.2M $ | 0.99 % |
| Exxon Mobil Corp | 20,576 | 3.1M $ | 0.97 % |
| Ameriprise Financial Inc | 6,613 | 3.1M $ | 0.96 % |
| Essential Properties Realty Trust Inc | 90,377 | 3.1M $ | 0.94 % |
| Dollar General Corp | 18,398 | 2.9M $ | 0.88 % |
| American Express Co | 9,240 | 2.9M $ | 0.88 % |
| Flex Ltd | 43,478 | 2.7M $ | 0.84 % |
| Kimberly-Clark Corp | 24,516 | 2.7M $ | 0.84 % |
| Deere & Co | 4,152 | 2.6M $ | 0.80 % |
| Bristol-Myers Squibb Co | 41,672 | 2.6M $ | 0.80 % |
| Walt Disney Co/The | 24,325 | 2.6M $ | 0.79 % |
| Valero Energy Corp | 12,566 | 2.6M $ | 0.79 % |
| Amphenol Corp | 16,874 | 2.5M $ | 0.76 % |
| PepsiCo Inc | 14,509 | 2.5M $ | 0.76 % |
| American International Group Inc | 30,526 | 2.5M $ | 0.76 % |
| Cousins Properties Inc | 105,738 | 2.4M $ | 0.75 % |
| TKO Group Holdings Inc | 10,775 | 2.4M $ | 0.74 % |
| Duke Energy Corp | 18,287 | 2.4M $ | 0.74 % |
| Altria Group, Inc. | 34,425 | 2.4M $ | 0.73 % |
| Edison International | 31,316 | 2.3M $ | 0.72 % |
| Analog Devices Inc | 6,423 | 2.3M $ | 0.70 % |
| Ferguson Enterprises Inc | 8,583 | 2.2M $ | 0.69 % |
| Newmont Corp | 17,108 | 2.2M $ | 0.68 % |
| Electronic Arts Inc | 11,050 | 2.2M $ | 0.68 % |
| Mastercard Inc | 4,177 | 2.2M $ | 0.66 % |
| KLA Corp | 1,415 | 2.2M $ | 0.66 % |
| Equitable Holdings Inc | 53,421 | 2.1M $ | 0.66 % |
| Okta Inc | 28,624 | 2.1M $ | 0.64 % |
| Atmos Energy Corp | 10,950 | 2M $ | 0.63 % |
| Anglogold Ashanti Plc | 15,875 | 2M $ | 0.62 % |
| TJX Cos Inc/The | 12,408 | 2M $ | 0.62 % |
| AT&T Inc | 70,970 | 2M $ | 0.61 % |
| Hartford Insurance Group Inc/The | 13,703 | 1.9M $ | 0.59 % |
| Linde PLC | 3,693 | 1.9M $ | 0.58 % |
| Highwoods Properties Inc | 81,845 | 1.8M $ | 0.57 % |
| Thermo Fisher Scientific Inc | 3,512 | 1.8M $ | 0.56 % |
| Charles Schwab Corp/The | 18,948 | 1.8M $ | 0.55 % |
| AES Corp/The | 103,599 | 1.8M $ | 0.55 % |
| Humana Inc | 8,940 | 1.7M $ | 0.52 % |
| Booking Holdings Inc | 397 | 1.7M $ | 0.52 % |
| Accenture PLC | 7,899 | 1.6M $ | 0.51 % |
| Western Digital Corp | 5,510 | 1.5M $ | 0.47 % |
| Home Depot Inc/The | 4,031 | 1.5M $ | 0.47 % |
| Target Corp | 12,770 | 1.5M $ | 0.45 % |
| Flowserve Corp | 15,637 | 1.4M $ | 0.43 % |
| RPM International Inc | 11,700 | 1.3M $ | 0.41 % |
| Bank of America Corp | 26,625 | 1.3M $ | 0.41 % |
| Albertsons Cos Inc | 73,454 | 1.3M $ | 0.40 % |
| Visa Inc | 4,090 | 1.3M $ | 0.40 % |
| QUALCOMM Inc | 9,057 | 1.3M $ | 0.40 % |
| Boston Scientific Corp | 16,637 | 1.3M $ | 0.39 % |
| Aptiv PLC | 17,044 | 1.3M $ | 0.39 % |
| Leidos Holdings Inc | 6,863 | 1.2M $ | 0.37 % |
| Advanced Micro Devices Inc | 5,638 | 1.1M $ | 0.35 % |
| Cognizant Technology Solutions Corp. | 17,501 | 1.1M $ | 0.35 % |
| General Mills, Inc. | 24,435 | 1.1M $ | 0.34 % |
| Simon Property Group Inc | 5,068 | 1M $ | 0.32 % |
| Zoom Communications Inc | 13,652 | 1M $ | 0.31 % |
| Uber Technologies Inc | 12,761 | 962.4K $ | 0.30 % |
| Everest Group Ltd | 2,800 | 939.4K $ | 0.29 % |
| Ciena Corp | 2,670 | 931K $ | 0.29 % |
| Curtiss-Wright Corp | 1,272 | 890.8K $ | 0.27 % |
| Envista Holdings Corp | 28,885 | 843.7K $ | 0.26 % |
| Southern Co/The | 8,458 | 823.6K $ | 0.25 % |
| Intel Corp | 17,952 | 818.8K $ | 0.25 % |
| Voya Financial Inc | 12,156 | 813K $ | 0.25 % |
| IQVIA Holdings Inc | 4,453 | 796.2K $ | 0.24 % |
| JB Hunt Transport Services Inc | 3,320 | 774.9K $ | 0.24 % |
| Freeport-McMoRan Inc | 11,180 | 761.1K $ | 0.23 % |
| Ventas Inc | 8,733 | 752.4K $ | 0.23 % |
| MFS Institutional Money Market Portfolio | 751,859 | 751.9K $ | 0.23 % |
| Eastman Chemical Co | 9,800 | 740K $ | 0.23 % |
| Portland General Electric Co | 13,570 | 732.2K $ | 0.23 % |
| AMETEK Inc | 2,979 | 712.6K $ | 0.22 % |
| RTX Corp | 3,350 | 678.8K $ | 0.21 % |
| Microsoft Corp | 1,570 | 616.6K $ | 0.19 % |
| Jacobs Solutions Inc | 4,419 | 609.2K $ | 0.19 % |
| Jones Lang LaSalle Inc | 1,874 | 591.3K $ | 0.18 % |
| Dropbox Inc | 21,774 | 544.1K $ | 0.17 % |
| Take-Two Interactive Software Inc | 2,572 | 543.9K $ | 0.17 % |