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MFS Blended Research Value Equity Fund | BRUDXMutual Fund | |
| MFS SERIES TRUST X | |
| Last update 2025-04-24 | 114 Stocks (12 new) |
| Value $294.00 Mil | Turnover 11 % |
MFS Blended Research Value Equ... Top Holdings of 2025-02-28
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNJ | Johnson & Johnson | 50,045 | 8,258.4 | -1.37% | 2.810 | -0.04% | 0.000 | +5.38% | +15.26% | 394,487.7 | Drug Manufacturers | |
WFC | Wells Fargo & Co | 92,908 | 7,276.6 | -3.69% | 2.480 | -0.09% | 0.000 | +26.66% | +16.00% | 259,674.4 | Banks | |
BRK.B | Berkshire Hathaway Inc | 11,517 | 5,917.8 | -1.37% | 2.020 | -0.03% | 0.000 | -6.32% | +4.77% | 1,024,670.0 | Insurance | |
TMUS | T-Mobile US Inc | 21,389 | 5,768.4 | -1.37% | 1.960 | -0.02% | 0.000 | -7.89% | +6.13% | 264,138.6 | Telecommunication Services | |
FI | Fiserv Inc | 23,563 | 5,553.6 | -1.37% | 1.890 | -0.02% | 0.000 | -19.98% | -19.19% | 92,036.0 | Software | |
JPM | JPMorgan Chase & Co | 20,956 | 5,546.0 | -45.78% | 1.890 | -1.46% | 0.000 | +27.62% | +23.30% | 799,715.2 | Banks | |
C | Citigroup Inc | 68,166 | 5,449.9 | -1.37% | 1.860 | -0.02% | 0.000 | +50.09% | +34.60% | 171,838.8 | Banks | |
AXP | American Express Co | 17,599 | 5,296.6 | -1.37% | 1.800 | -0.02% | 0.000 | +26.42% | +3.88% | 214,240.1 | Credit Services | |
PFE | Pfizer Inc | 194,146 | 5,131.3 | -1.37% | 1.750 | -0.02% | 0.000 | +13.05% | -4.53% | 139,007.2 | Drug Manufacturers | |
NEE | NextEra Energy Inc | 71,556 | 5,021.1 | -1.37% | 1.710 | -0.03% | 0.000 | +19.49% | +8.69% | 157,825.0 | Utilities - Regulated |
MFS Blended Research Value Equity Fund's Historical Top Holdings Breakdowns
MFS Blended Research Value 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
JPM | JPMorgan Chase & Co | 2025-02-28 | Reduce Reduce | -1.46% | 230.37 ($254.67) 279.95 | $290.84 | 14.20% | Reduce -45.78% | 20,956 | -17,691 | |
GS | The Goldman Sachs Group Inc | 2025-02-28 | Sold Out Sold Out | -1.28% | 550.25 ($609.85) 672.19 | $704.97 | 15.60% | Sold Out | 0 | -6,332 | |
PVH | PVH Corp | 2025-02-28 | Sold Out Sold Out | -1.27% | 74.84 ($95.38) 112.86 | $73.76 | -22.67% | Sold Out | 0 | -35,368 | |
RJF | Raymond James Financial Inc | 2025-02-28 | New Buy New Buy | +1.19% | 150.86 ($161.14) 172.64 | $161.02 | -0.07% | New holding | 22,545 | 22,545 | |
NTRS | Northern Trust Corp | 2025-02-28 | Add Add | +0.96% | 99.46 ($107.84) 113.81 | $127.00 | 17.77% | Add 248.09% | 36,003 | 25,660 | |
SCHW | Charles Schwab Corp | 2025-02-28 | Add Add | +0.96% | 72.26 ($78.94) 83.64 | $96.27 | 21.95% | Add 438.24% | 43,544 | 35,454 | |
ARMK | Aramark | 2025-02-28 | Add Add | +0.83% | 35.93 ($38.33) 41.61 | $43.09 | 12.42% | Add 302.33% | 88,288 | 66,344 | |
CSX | CSX Corp | 2025-02-28 | Reduce Reduce | -0.81% | 31.58 ($32.95) 36.55 | $34.53 | 4.80% | Reduce -59.6% | 45,404 | -66,984 | |
GE | GE Aerospace | 2025-02-28 | Add Add | +0.68% | 159.95 ($186.07) 210.5 | $261.08 | 40.31% | Add 118.92% | 17,667 | 9,597 | |
VFC | VF Corp | 2025-02-28 | New Buy New Buy | +0.54% | 20.23 ($23.39) 26.93 | $12.73 | -45.55% | New holding | 63,924 | 63,924 |
MFS Blended Research Value Equity Fund Total Holding History ($B)
MFS Blended Research Value Equity Fund's Asset Allocation
MFS Blended Research Value Equity Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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MFS Blended Research Value Equity Fund's Hypothetical Growth since 2025-02-28
MFS Blended Research Value Equity Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MFS Blended Research Value Equity Fund's Holdings Heat Map
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MFS Blended Research Value Equity Fund's Holdings Bubble Chart
MFS Blended Research Value Equity Fund News
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