MB

MFS Blended Research Small Cap Equity Portfolio

Mutual Fund
MFS VARIABLE INSURANCE TRUST III
Last update 2025-06-23 192 Stocks (22 new)
Value $74.00 Mil Turnover 11 %
Countries:
Top Holdings: EHC(1.94%)THG(1.60%)SLM(1.51%)KMPR(1.51%)COLB(1.47%)
Summary Stock Picks Current Portfolio
MFS Blended Research Small Cap... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EHC
Encompass Health Corp
14,097
1,427.7
+2.66%
1.940
+0.05%
0.010
+16.08%
+28.87%
11,937.4
Healthcare Providers & Services
THG
The Hanover Insurance Group Inc
6,803
1,183.4
+2.62%
1.600
+0.04%
0.020
+5.25%
+6.81%
5,870.2
Insurance
SLM
SLM Corp
38,043
1,117.3
+2.64%
1.510
+0.04%
0.020
+31.76%
+22.18%
7,011.3
Credit Services
KMPR
Kemper Corp
16,694
1,116.0
+2.65%
1.510
+0.04%
0.030
+7.77%
-7.19%
3,908.2
Insurance
COLB
Columbia Banking System Inc
43,369
1,081.6
+2.65%
1.470
+0.04%
0.020
+20.58%
-5.69%
5,202.6
Banks
AZEK
The AZEK Co Inc
21,728
1,062.3
+2.65%
1.440
+0.04%
0.020
+11.17%
+14.49%
7,818.5
Construction
BPOP
Popular Inc
11,422
1,055.0
+2.65%
1.430
+0.04%
0.020
+38.93%
+22.34%
7,769.8
Banks
CATY
Cathay General Bancorp
23,935
1,029.9
+2.64%
1.400
+0.04%
0.030
+29.91%
+2.59%
3,373.4
Banks
HIW
Highwoods Properties Inc
34,300
1,016.6
+2.65%
1.380
+0.04%
0.030
+21.08%
+6.40%
3,391.7
REITs
VOYA
Voya Financial Inc
14,828
1,004.8
+2.66%
1.360
+0.04%
0.020
+29.12%
+6.57%
6,970.7
Diversified Financial Services

MFS Blended Research Small Cap Equity Portfolio's Historical Top Holdings Breakdowns

MFS Blended Research Small Cap Equity Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
WTFC
Wintrust Financial Corp
2025-03-31
Sold Out
Sold Out
-1.29%
●
107.76 ($123.58) 136.92
$131.87
6.71%
Sold Out
0
-8,264
BANC
Banc of California Inc
2025-03-31
New Buy
New Buy
+1.10%
●
12.94 ($15.13) 16.52
$14.97
-1.06%
New holding
57,225
57,225
BILL
BILL Holdings Inc
2025-03-31
New Buy
New Buy
+0.97%
●
43.59 ($67.25) 97.07
$44.73
-33.49%
New holding
15,627
15,627
PVH
PVH Corp
2025-03-31
Reduce
Reduce
-0.91%
●
63.81 ($80.81) 107.78
$73.49
-9.06%
Reduce -71.3%
2,757
-6,848
ACLS
Axcelis Technologies Inc
2025-03-31
Sold Out
Sold Out
-0.78%
●
49.67 ($63.23) 74.45
$74.86
18.39%
Sold Out
0
-8,925
PBH
Prestige Consumer Healthcare Inc
2025-03-31
Reduce
Reduce
-0.77%
●
73.82 ($82.02) 89.02
$76.50
-6.73%
Reduce -45.36%
9,427
-7,826
STRL
Sterling Infrastructure Inc
2025-03-31
New Buy
New Buy
+0.64%
●
108.65 ($140.77) 200.56
$241.76
71.74%
New holding
4,201
4,201
NTB
Bank of N.T Butterfield & Son Ltd
2025-03-31
Sold Out
Sold Out
-0.60%
●
35.15 ($37.84) 41.31
$46.23
22.17%
Sold Out
0
-13,161
TKR
The Timken Co
2025-03-31
Sold Out
Sold Out
-0.56%
●
69.85 ($77.19) 83.79
$78.07
1.14%
Sold Out
0
-6,244
TROX
Tronox Holdings PLC
2025-03-31
Sold Out
Sold Out
-0.56%
●
6.82 ($8.61) 10.37
$5.69
-33.91%
Sold Out
0
-44,496

MFS Blended Research Small Cap Equity Portfolio Total Holding History ($B)

To

MFS Blended Research Small Cap Equity Portfolio's Asset Allocation

To

MFS Blended Research Small Cap Equity Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MFS Blended Research Small Cap Equity Portfolio's Hypothetical Growth since 2025-03-31

MFS Blended Research Small Cap Equity Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

MFS Blended Research Small Cap Equity Portfolio's Holdings Heat Map

Size field:

MFS Blended Research Small Cap Equity Portfolio's Holdings Bubble Chart

MFS Blended Research Small Cap Equity Portfolio News

  • 1

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