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 17.8 %
- Health care 12.5 %
- Industrials 11.1 %
- Technology 9.8 %
- Energy 7.1 %
- Communication 6.5 %
- Consumer discretionary 6.4 %
- Consumer staples 5.3 %
- Utilities 4.8 %
- Materials 3.2 %
- Real estate 0.5 %
- Unattributed 15.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 97.0 %
- GB 2.1 %
- SG 0.8 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 118 | 315.1M $ | 97.05 % |
| 2 | GB | 2 | 6.9M $ | 2.11 % |
| 3 | SG | 1 | 2.7M $ | 0.84 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Johnson & Johnson | 43,618 | 10.8M $ | 3.33 % |
| 2 | Alphabet Inc | 24,645 | 7.7M $ | 2.36 % |
| 3 | Caterpillar Inc | 9,386 | 7M $ | 2.14 % |
| 4 | Amazon.com Inc | 31,107 | 6.5M $ | 2.01 % |
| 5 | Citigroup Inc | 53,452 | 5.9M $ | 1.81 % |
| 6 | Meta Platforms Inc | 8,453 | 5.5M $ | 1.69 % |
| 7 | Chubb Ltd | 16,003 | 5.5M $ | 1.68 % |
| 8 | Westinghouse Air Brake Technologies Corp | 19,848 | 5.2M $ | 1.61 % |
| 9 | Berkshire Hathaway Inc | 10,218 | 5.2M $ | 1.59 % |
| 10 | Pfizer Inc | 185,235 | 5.1M $ | 1.58 % |
| 11 | Wells Fargo & Co | 62,255 | 5.1M $ | 1.56 % |
| 12 | Phillips 66 | 32,246 | 5M $ | 1.53 % |
| 13 | TechnipFMC PLC | 72,794 | 4.8M $ | 1.48 % |
| 14 | Popular Inc | 35,159 | 4.8M $ | 1.46 % |
| 15 | Micron Technology Inc | 11,490 | 4.7M $ | 1.46 % |
| 16 | General Dynamics Corp | 13,264 | 4.7M $ | 1.46 % |
| 17 | Northern Trust Corp | 33,069 | 4.7M $ | 1.46 % |
| 18 | Eaton Corp PLC | 12,184 | 4.6M $ | 1.41 % |
| 19 | Gilead Sciences Inc | 30,581 | 4.6M $ | 1.40 % |
| 20 | Medtronic PLC | 46,266 | 4.5M $ | 1.39 % |
| 21 | JPMorgan Chase & Co | 14,699 | 4.4M $ | 1.36 % |
| 22 | Philip Morris International Inc. | 23,473 | 4.4M $ | 1.35 % |
| 23 | PG&E Corp | 230,496 | 4.4M $ | 1.35 % |
| 24 | Colgate-Palmolive Co | 42,294 | 4.2M $ | 1.29 % |
| 25 | EOG Resources Inc | 33,689 | 4.2M $ | 1.29 % |
| 26 | Salesforce Inc | 21,051 | 4.1M $ | 1.26 % |
| 27 | Aramark | 96,537 | 4M $ | 1.24 % |
| 28 | AGCO Corp | 29,412 | 4M $ | 1.24 % |
| 29 | Cigna Group/The | 13,807 | 4M $ | 1.23 % |
| 30 | Brunswick Corp/DE | 49,568 | 3.9M $ | 1.21 % |
| 31 | CRH PLC | 30,448 | 3.7M $ | 1.12 % |
| 32 | NextEra Energy Inc | 37,732 | 3.5M $ | 1.09 % |
| 33 | Union Pacific Corp | 13,337 | 3.5M $ | 1.09 % |
| 34 | Goldman Sachs Group Inc/The | 4,102 | 3.5M $ | 1.08 % |
| 35 | O'Reilly Automotive Inc | 36,979 | 3.5M $ | 1.07 % |
| 36 | BWX Technologies Inc | 16,775 | 3.5M $ | 1.06 % |
| 37 | Interactive Brokers Group Inc | 47,700 | 3.4M $ | 1.04 % |
| 38 | Lam Research Corp | 14,387 | 3.4M $ | 1.04 % |
| 39 | ConocoPhillips | 29,555 | 3.4M $ | 1.03 % |
| 40 | Raymond James Financial Inc | 21,510 | 3.3M $ | 1.01 % |
| 41 | McKesson Corp | 3,285 | 3.2M $ | 1.00 % |
| 42 | WP Carey Inc | 43,167 | 3.2M $ | 0.99 % |
| 43 | Exxon Mobil Corp | 20,576 | 3.1M $ | 0.97 % |
| 44 | Ameriprise Financial Inc | 6,613 | 3.1M $ | 0.96 % |
| 45 | Essential Properties Realty Trust Inc | 90,377 | 3.1M $ | 0.94 % |
| 46 | Dollar General Corp | 18,398 | 2.9M $ | 0.88 % |
| 47 | American Express Co | 9,240 | 2.9M $ | 0.88 % |
| 48 | Flex Ltd | 43,478 | 2.7M $ | 0.84 % |
| 49 | Kimberly-Clark Corp | 24,516 | 2.7M $ | 0.84 % |
| 50 | Deere & Co | 4,152 | 2.6M $ | 0.80 % |
| 51 | Bristol-Myers Squibb Co | 41,672 | 2.6M $ | 0.80 % |
| 52 | Walt Disney Co/The | 24,325 | 2.6M $ | 0.79 % |
| 53 | Valero Energy Corp | 12,566 | 2.6M $ | 0.79 % |
| 54 | Amphenol Corp | 16,874 | 2.5M $ | 0.76 % |
| 55 | PepsiCo Inc | 14,509 | 2.5M $ | 0.76 % |
| 56 | American International Group Inc | 30,526 | 2.5M $ | 0.76 % |
| 57 | Cousins Properties Inc | 105,738 | 2.4M $ | 0.75 % |
| 58 | TKO Group Holdings Inc | 10,775 | 2.4M $ | 0.74 % |
| 59 | Duke Energy Corp | 18,287 | 2.4M $ | 0.74 % |
| 60 | Altria Group, Inc. | 34,425 | 2.4M $ | 0.73 % |
| 61 | Edison International | 31,316 | 2.3M $ | 0.72 % |
| 62 | Analog Devices Inc | 6,423 | 2.3M $ | 0.70 % |
| 63 | Ferguson Enterprises Inc | 8,583 | 2.2M $ | 0.69 % |
| 64 | Newmont Corp | 17,108 | 2.2M $ | 0.68 % |
| 65 | Electronic Arts Inc | 11,050 | 2.2M $ | 0.68 % |
| 66 | Mastercard Inc | 4,177 | 2.2M $ | 0.66 % |
| 67 | KLA Corp | 1,415 | 2.2M $ | 0.66 % |
| 68 | Equitable Holdings Inc | 53,421 | 2.1M $ | 0.66 % |
| 69 | Okta Inc | 28,624 | 2.1M $ | 0.64 % |
| 70 | Atmos Energy Corp | 10,950 | 2M $ | 0.63 % |
| 71 | Anglogold Ashanti Plc | 15,875 | 2M $ | 0.62 % |
| 72 | TJX Cos Inc/The | 12,408 | 2M $ | 0.62 % |
| 73 | AT&T Inc | 70,970 | 2M $ | 0.61 % |
| 74 | Hartford Insurance Group Inc/The | 13,703 | 1.9M $ | 0.59 % |
| 75 | Linde PLC | 3,693 | 1.9M $ | 0.58 % |
| 76 | Highwoods Properties Inc | 81,845 | 1.8M $ | 0.57 % |
| 77 | Thermo Fisher Scientific Inc | 3,512 | 1.8M $ | 0.56 % |
| 78 | Charles Schwab Corp/The | 18,948 | 1.8M $ | 0.55 % |
| 79 | AES Corp/The | 103,599 | 1.8M $ | 0.55 % |
| 80 | Humana Inc | 8,940 | 1.7M $ | 0.52 % |
| 81 | Booking Holdings Inc | 397 | 1.7M $ | 0.52 % |
| 82 | Accenture PLC | 7,899 | 1.6M $ | 0.51 % |
| 83 | Western Digital Corp | 5,510 | 1.5M $ | 0.47 % |
| 84 | Home Depot Inc/The | 4,031 | 1.5M $ | 0.47 % |
| 85 | Target Corp | 12,770 | 1.5M $ | 0.45 % |
| 86 | Flowserve Corp | 15,637 | 1.4M $ | 0.43 % |
| 87 | RPM International Inc | 11,700 | 1.3M $ | 0.41 % |
| 88 | Bank of America Corp | 26,625 | 1.3M $ | 0.41 % |
| 89 | Albertsons Cos Inc | 73,454 | 1.3M $ | 0.40 % |
| 90 | Visa Inc | 4,090 | 1.3M $ | 0.40 % |
| 91 | QUALCOMM Inc | 9,057 | 1.3M $ | 0.40 % |
| 92 | Boston Scientific Corp | 16,637 | 1.3M $ | 0.39 % |
| 93 | Aptiv PLC | 17,044 | 1.3M $ | 0.39 % |
| 94 | Leidos Holdings Inc | 6,863 | 1.2M $ | 0.37 % |
| 95 | Advanced Micro Devices Inc | 5,638 | 1.1M $ | 0.35 % |
| 96 | Cognizant Technology Solutions Corp. | 17,501 | 1.1M $ | 0.35 % |
| 97 | General Mills, Inc. | 24,435 | 1.1M $ | 0.34 % |
| 98 | Simon Property Group Inc | 5,068 | 1M $ | 0.32 % |
| 99 | Zoom Communications Inc | 13,652 | 1M $ | 0.31 % |
| 100 | Uber Technologies Inc | 12,761 | 962.4K $ | 0.30 % |