MFS Blended Research Core Equity Fund

Fund Profile

Fund profile

Tickers

MUEAX, MUSBX, MUECX, MUSEX, MUERX, MUESX, MUETX, MUEUX, MUEVX

Fund manager

MFS Series Trust Xi

Total assets

$1.47 bn

Liabilities

$592.66 k

Net assets

$1.47 bn

Number of holdings

106.00

106 Holdings

As of Dec 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
NVDA NVIDIA Corporation	116.32 mm	866.21 k shares	7.92	Common equity	Long	USA
AAPL Apple Inc.	102.00 mm	407.30 k shares	6.95	Common equity	Long	USA
MSFT Microsoft Corporation	95.98 mm	227.70 k shares	6.54	Common equity	Long	USA
AMZN Amazon.com, Inc.	69.83 mm	318.30 k shares	4.76	Common equity	Long	USA
META Meta Platforms, Inc.	58.19 mm	99.38 k shares	3.96	Common equity	Long	USA
GOOG Alphabet Inc.	38.49 mm	203.35 k shares	2.62	Common equity	Long	USA
V Visa Inc.	33.66 mm	106.51 k shares	2.29	Common equity	Long	USA
ABBV AbbVie Inc.	28.33 mm	159.43 k shares	1.93	Common equity	Long	USA
JNJ Johnson & Johnson	24.73 mm	170.97 k shares	1.68	Common equity	Long	USA
GOOG Alphabet Inc.	24.67 mm	129.52 k shares	1.68	Common equity	Long	USA
JPM JPMorgan Chase & Co.	24.31 mm	101.41 k shares	1.66	Common equity	Long	USA
AMP Ameriprise Financial, Inc.	23.66 mm	44.44 k shares	1.61	Common equity	Long	USA
CRM Salesforce, Inc.	23.25 mm	69.54 k shares	1.58	Common equity	Long	USA
MCK McKesson Corporation	22.29 mm	39.11 k shares	1.52	Common equity	Long	USA
Spotify Technology SA	22.28 mm	49.79 k shares	1.52	Common equity	Long	Luxembourg
AXP American Express Company	20.15 mm	67.88 k shares	1.37	Common equity	Long	USA
MO Altria Group, Inc.	18.82 mm	359.91 k shares	1.28	Common equity	Long	USA
VRSK Verisk Analytics, Inc.	18.46 mm	67.03 k shares	1.26	Common equity	Long	USA
KMB Kimberly-Clark Corporation	18.44 mm	140.68 k shares	1.26	Common equity	Long	USA
LRCX Lam Research Corporation	18.24 mm	252.48 k shares	1.24	Common equity	Long	USA
HD The Home Depot, Inc.	17.98 mm	46.23 k shares	1.22	Common equity	Long	USA
Cigna Holding Co	17.87 mm	64.72 k shares	1.22	Common equity	Long	USA
CRBG Corebridge Financial, Inc.	17.64 mm	589.47 k shares	1.20	Common equity	Long	USA
NOW ServiceNow, Inc.	16.39 mm	15.46 k shares	1.12	Common equity	Long	USA
TSLA Tesla, Inc.	15.93 mm	39.44 k shares	1.08	Common equity	Long	USA
PFE Pfizer Inc.	15.88 mm	598.53 k shares	1.08	Common equity	Long	USA
TGT Target Corporation	15.88 mm	117.47 k shares	1.08	Common equity	Long	USA
ORLY O'Reilly Automotive, Inc.	15.80 mm	13.32 k shares	1.08	Common equity	Long	USA
WFC Wells Fargo & Company	15.63 mm	222.57 k shares	1.06	Common equity	Long	USA
PSX Phillips 66	14.77 mm	129.66 k shares	1.01	Common equity	Long	USA
CSX CSX Corporation	14.30 mm	443.18 k shares	0.97	Common equity	Long	USA
TechnipFMC PLC	14.09 mm	486.88 k shares	0.96	Common equity	Long	UK
NEE NextEra Energy, Inc.	13.85 mm	193.26 k shares	0.94	Common equity	Long	USA
AMAT Applied Materials, Inc.	13.57 mm	83.46 k shares	0.92	Common equity	Long	USA
NXP Semiconductors NV	13.51 mm	65.01 k shares	0.92	Common equity	Long	Netherlands
BKNG Booking Holdings Inc.	13.23 mm	2.66 k shares	0.90	Common equity	Long	USA
MFS Institutional Money Market Portfolio	13.01 mm	13.00 mm shares	0.89	Common equity	Long	USA
RPM RPM International Inc.	12.73 mm	103.48 k shares	0.87	Common equity	Long	USA
JLL Jones Lang LaSalle Incorporated	12.56 mm	49.62 k shares	0.86	Common equity	Long	USA
GIS General Mills, Inc.	11.98 mm	187.80 k shares	0.82	Common equity	Long	USA
ESS Essex Property Trust, Inc.	11.97 mm	41.93 k shares	0.82	Common equity	Long	USA
WAB Westinghouse Air Brake Technologies Corporation	11.39 mm	60.07 k shares	0.78	Common equity	Long	USA
PCG PG&E Corporation	11.16 mm	552.97 k shares	0.76	Common equity	Long	USA
COP ConocoPhillips	11.10 mm	111.96 k shares	0.76	Common equity	Long	USA
GWRE Guidewire Software, Inc.	11.00 mm	65.25 k shares	0.75	Common equity	Long	USA
PVH PVH Corp.	10.70 mm	101.20 k shares	0.73	Common equity	Long	USA
BLDR Builders FirstSource, Inc.	10.63 mm	74.39 k shares	0.72	Common equity	Long	USA
D Dominion Energy, Inc.	9.98 mm	185.23 k shares	0.68	Common equity	Long	USA
BPOP Popular, Inc.	9.95 mm	105.74 k shares	0.68	Common equity	Long	Puerto Rico
CL Colgate-Palmolive Company	9.54 mm	104.92 k shares	0.65	Common equity	Long	USA
TE Connectivity PLC	9.42 mm	65.87 k shares	0.64	Common equity	Long	Ireland
Broadcom Pte. Ltd.	9.09 mm	39.20 k shares	0.62	Common equity	Long	USA
WPC W. P. Carey Inc.	9.04 mm	165.87 k shares	0.62	Common equity	Long	USA
EIX Edison International	8.95 mm	112.06 k shares	0.61	Common equity	Long	USA
VRTX Vertex Pharmaceuticals Incorporated	8.55 mm	21.23 k shares	0.58	Common equity	Long	USA
NTRS Northern Trust Corporation	8.54 mm	83.32 k shares	0.58	Common equity	Long	USA
C Citigroup Inc.	8.50 mm	120.77 k shares	0.58	Common equity	Long	USA
GE General Electric Company	8.36 mm	50.13 k shares	0.57	Common equity	Long	USA
Leidos Holdings, Inc.	8.21 mm	57.01 k shares	0.56	Common equity	Long	USA
BRK-B Berkshire Hathaway Inc.	7.85 mm	17.33 k shares	0.53	Common equity	Long	USA
BAC Bank of America Corporation	7.60 mm	172.99 k shares	0.52	Common equity	Long	USA
Medtronic PLC	6.80 mm	85.15 k shares	0.46	Common equity	Long	Ireland
EPRT Essential Properties Realty Trust, Inc.	6.79 mm	217.07 k shares	0.46	Common equity	Long	USA
Eaton Corp PLC	6.68 mm	20.14 k shares	0.46	Common equity	Long	Ireland
MAS Masco Corporation	6.44 mm	88.70 k shares	0.44	Common equity	Long	USA
HIG The Hartford Financial Services Group, Inc.	6.38 mm	58.30 k shares	0.43	Common equity	Long	USA
MSI Motorola Solutions, Inc.	6.36 mm	13.76 k shares	0.43	Common equity	Long	USA
CNH Industrial NV	6.30 mm	556.05 k shares	0.43	Common equity	Long	Netherlands
QCOM QUALCOMM Incorporated	6.29 mm	40.96 k shares	0.43	Common equity	Long	USA
EMN Eastman Chemical Company	6.18 mm	67.66 k shares	0.42	Common equity	Long	USA
BIIB Biogen Inc.	5.89 mm	38.51 k shares	0.40	Common equity	Long	USA
ARMK Aramark	5.52 mm	148.04 k shares	0.38	Common equity	Long	USA
MA Mastercard Incorporated	5.36 mm	10.18 k shares	0.37	Common equity	Long	USA
United Airlines Holdings, Inc.	5.31 mm	54.72 k shares	0.36	Common equity	Long	USA
GD General Dynamics Corporation	5.20 mm	19.73 k shares	0.35	Common equity	Long	USA
MDLZ Mondelez International, Inc.	5.16 mm	86.41 k shares	0.35	Common equity	Long	USA
Accenture PLC	5.05 mm	14.35 k shares	0.34	Common equity	Long	Ireland
LLY Eli Lilly and Company	5.03 mm	6.51 k shares	0.34	Common equity	Long	USA
TMUS T-Mobile US, Inc.	4.80 mm	21.77 k shares	0.33	Common equity	Long	USA
Everest Group Ltd	4.35 mm	11.99 k shares	0.30	Common equity	Long	Bermuda
OGN Organon & Co.	3.90 mm	261.46 k shares	0.27	Common equity	Long	USA
DBX Dropbox, Inc.	3.88 mm	129.07 k shares	0.26	Common equity	Long	USA
BSX Boston Scientific Corporation	3.63 mm	40.64 k shares	0.25	Common equity	Long	USA
IQV IQVIA Holdings Inc.	3.48 mm	17.69 k shares	0.24	Common equity	Long	USA
ABT Abbott Laboratories	3.41 mm	30.16 k shares	0.23	Common equity	Long	USA
EQH Equitable Holdings, Inc.	3.26 mm	69.08 k shares	0.22	Common equity	Long	USA
EOG EOG Resources, Inc.	3.06 mm	24.98 k shares	0.21	Common equity	Long	USA
MET MetLife, Inc.	2.94 mm	35.91 k shares	0.20	Common equity	Long	USA
APH Amphenol Corporation	2.37 mm	34.12 k shares	0.16	Common equity	Long	USA
RGA Reinsurance Group of America, Incorporated	2.18 mm	10.19 k shares	0.15	Common equity	Long	USA
SWK Stanley Black & Decker, Inc.	2.13 mm	26.52 k shares	0.14	Common equity	Long	USA
MRK Merck & Co., Inc.	1.98 mm	19.91 k shares	0.13	Common equity	Long	USA
AGCO AGCO Corporation	1.96 mm	20.93 k shares	0.13	Common equity	Long	USA
MHK Mohawk Industries, Inc.	1.93 mm	16.16 k shares	0.13	Common equity	Long	USA
OKTA Okta, Inc.	1.66 mm	21.09 k shares	0.11	Common equity	Long	USA
Aptiv PLC	1.62 mm	26.76 k shares	0.11	Common equity	Long	Jersey
ZM Zoom Video Communications, Inc.	1.49 mm	18.24 k shares	0.10	Common equity	Long	USA
DTE DTE Energy Company	1.44 mm	11.94 k shares	0.10	Common equity	Long	USA
MLI Mueller Industries, Inc.	1.40 mm	17.59 k shares	0.10	Common equity	Long	USA
LAMR Lamar Advertising Company	1.34 mm	10.99 k shares	0.09	Common equity	Long	USA
UNH UnitedHealth Group Incorporated	1.31 mm	2.59 k shares	0.09	Common equity	Long	USA
BDX Becton, Dickinson and Company	1.30 mm	5.74 k shares	0.09	Common equity	Long	USA
CBOE Cboe Global Markets, Inc.	1.30 mm	6.63 k shares	0.09	Common equity	Long	USA
PEP PepsiCo, Inc.	1.23 mm	8.10 k shares	0.08	Common equity	Long	USA
XOM Exxon Mobil Corporation	1.18 mm	11.02 k shares	0.08	Common equity	Long	USA
UHS Universal Health Services, Inc.	1.14 mm	6.36 k shares	0.08	Common equity	Long	USA