MB

MFS Blended Research Mid Cap Equity Fund | BMSFX

Mutual Fund
MFS SERIES TRUST X
Last update 2025-04-24 144 Stocks (21 new)
Value $1.17 Bil Turnover 35 %
Countries:
Top Holdings: AMP(2.06%)VRSK(1.71%)CRBG(1.68%)VEEV(1.68%)HIG(1.66%)
Summary Stock Picks Current Portfolio
MFS Blended Research Mid Cap E... Top Holdings of 2025-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AMP
Ameriprise Financial Inc
44,743
24,040.4
+33.49%
2.060
+0.52%
0.050
+13.68%
-0.83%
49,976.7
Asset Management
VRSK
Verisk Analytics Inc
67,502
20,042.0
+38.92%
1.710
+0.48%
0.050
+3.31%
+9.79%
42,172.3
Business Services
CRBG
Corebridge Financial Inc
567,966
19,697.1
+33.48%
1.680
+0.42%
0.100
+28.30%
+17.87%
19,102.2
Asset Management
VEEV
Veeva Systems Inc
87,789
19,677.0
+33.48%
1.680
+0.42%
0.050
+28.01%
+34.35%
46,159.1
Healthcare Providers & Services
HIG
The Hartford Insurance Group Inc
164,560
19,464.2
+33.48%
1.660
+0.42%
0.060
+3.32%
+11.12%
34,248.6
Insurance
MCK
McKesson Corp
30,251
19,368.5
+33.48%
1.660
+0.42%
0.020
+3.13%
+25.85%
89,398.6
Medical Distribution
WAB
Westinghouse Air Brake Technologies Corp
Westinghouse Air Brake Technologies Corp
101,765
18,863.2
+33.48%
1.610
+0.40%
0.060
+24.80%
+11.86%
36,200.1
Transportation
CNH
CNH Industrial NV
1,461,448
18,823.5
+33.48%
1.610
+0.40%
0.120
+18.48%
+16.08%
16,130.2
Farm & Heavy Construction Machinery
GIS
General Mills Inc
304,453
18,455.9
+111.84%
1.580
+0.83%
0.060
-10.23%
-18.88%
27,170.2
Consumer Packaged Goods
PPL
PPL Corp
512,666
18,051.0
+33.48%
1.540
+0.39%
0.070
+0.47%
+10.08%
25,992.5
Utilities - Regulated

MFS Blended Research Mid Cap Equity Fund's Historical Top Holdings Breakdowns

MFS Blended Research Mid Cap Equity Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
APTV
Aptiv PLC
2025-02-28
Add
Add
+1.26%
●
55.53 ($61.48) 67.62
$70.13
14.07%
Add 1002.57%
249,655
227,012
NTRS
Northern Trust Corp
2025-02-28
Add
Add
+1.02%
●
99.46 ($107.84) 113.81
$124.81
15.74%
Add 195.71%
163,516
108,220
LDOS
Leidos Holdings Inc
2025-02-28
Add
Add
+0.99%
●
126.82 ($146.06) 165.4
$161.04
10.26%
Add 225.43%
128,250
88,840
WPC
W.P. Carey Inc
2025-02-28
Add
Add
+0.91%
●
53.44 ($56.58) 64.32
$61.77
9.17%
Add 637.84%
191,676
165,698
UGI
UGI Corp
2025-02-28
Reduce
Reduce
-0.89%
●
26.74 ($29.99) 34.16
$35.95
19.87%
Reduce -75.22%
91,025
-276,350
RJF
Raymond James Financial Inc
2025-02-28
Add
Add
+0.86%
●
150.86 ($161.14) 172.64
$156.15
-3.10%
Add 180.36%
100,822
64,860
GIS
General Mills Inc
2025-02-28
Add
Add
+0.83%
●
57.56 ($61.74) 67.01
$50.09
-18.87%
Add 111.84%
304,453
160,735
VFC
VF Corp
2025-02-28
New Buy
New Buy
+0.81%
●
20.23 ($23.39) 26.93
$11.82
-49.47%
New holding
378,351
378,351
SKT
Tanger Inc
2025-02-28
Sold Out
Sold Out
-0.80%
●
32.6 ($34.36) 36.97
$31.71
-7.71%
Sold Out
0
-204,709
EQH
Equitable Holdings Inc
2025-02-28
Reduce
Reduce
-0.74%
●
44.36 ($50.57) 55.68
$51.72
2.27%
Reduce -85.63%
24,093
-143,543

MFS Blended Research Mid Cap Equity Fund Total Holding History ($B)

To

MFS Blended Research Mid Cap Equity Fund's Asset Allocation

To

MFS Blended Research Mid Cap Equity Fund Past Portfolios

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

Top Ranked Articles

  • 1

MFS Blended Research Mid Cap Equity Fund's Hypothetical Growth since 2025-02-28

MFS Blended Research Mid Cap Equity Fund's Yearly Returns

Year Portfolio % % Excess Gain %

MFS Blended Research Mid Cap Equity Fund's Holdings Heat Map

Size field:

MFS Blended Research Mid Cap Equity Fund's Holdings Bubble Chart

MFS Blended Research Mid Cap Equity Fund News

  • 1

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