ME

MFS Equity Income Fund | EQNAX

Mutual Fund
MFS SERIES TRUST VII
Last update 2025-06-27 95 Stocks (11 new)
Value $574.00 Mil Turnover 9 %
Countries:
Top Holdings: WFC(3.06%)ABBV(2.64%)JPM(2.54%)CI(2.46%)PFE(2.16%)
Summary Stock Picks Current Portfolio
MFS Equity Income Fund Top Holdings of 2025-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
WFC
Wells Fargo & Co
247,507
17,575.5
0%
3.060
0%
0.010
+21.30%
+21.01%
270,897.4
Banks
ABBV
AbbVie Inc
77,706
15,160.4
0%
2.640
0%
0.000
+2.75%
+9.60%
334,806.3
Drug Manufacturers
JPM
JPMorgan Chase & Co
59,543
14,565.4
-14.19%
2.540
-0.44%
0.000
+22.66%
+26.04%
817,478.1
Banks
CI
The Cigna Group
41,588
14,141.6
0%
2.460
0%
0.020
-11.37%
+8.17%
79,026.1
Healthcare Plans
PFE
Pfizer Inc
507,785
12,395.0
0%
2.160
0%
0.010
+11.97%
-1.67%
140,741.2
Drug Manufacturers
QCOM
Qualcomm Inc
80,192
11,905.3
0%
2.070
0%
0.010
+6.85%
+3.89%
173,249.0
Semiconductors
GOOGL
Alphabet Inc
74,312
11,800.8
0%
2.060
0%
0.000
+19.64%
+2.48%
2,346,305.5
Interactive Media
MCK
McKesson Corp
15,503
11,050.4
-25.48%
1.930
-0.52%
0.010
+3.01%
+25.76%
89,336.7
Medical Distribution
HD
The Home Depot Inc
29,609
10,673.8
0%
1.860
0%
0.000
+5.18%
-2.70%
371,874.2
Retail - Cyclical
AMP
Ameriprise Financial Inc
22,572
10,631.9
0%
1.850
0%
0.020
+13.04%
-0.81%
49,554.8
Asset Management

MFS Equity Income Fund's Historical Top Holdings Breakdowns

MFS Equity Income 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
SYF
Synchrony Financial
2025-04-30
New Buy
New Buy
+1.56%
●
43.81 ($55.62) 68.98
$71.88
29.23%
New holding
172,790
172,790
MSFT
Microsoft Corp
2025-04-30
Reduce
Reduce
-1.40%
●
354.56 ($391.17) 416.13
$511.94
30.87%
Reduce -44.26%
25,640
-20,360
EQH
Equitable Holdings Inc
2025-04-30
New Buy
New Buy
+1.33%
●
43.98 ($51.32) 55.68
$52.62
2.53%
New holding
154,050
154,050
AAPL
Apple Inc
2025-04-30
Reduce
Reduce
-1.06%
●
172.42 ($220.47) 247.1
$214.02
-2.93%
Reduce -48.98%
28,250
-27,120
NEE
NextEra Energy Inc
2025-04-30
Reduce
Reduce
-0.94%
●
64.11 ($69.45) 76.16
$71.86
3.47%
Reduce -70.08%
54,416
-127,477
XSWX:UBSG
UBS Group AG
2025-04-30
Sold Out
Sold Out
-0.77%
●
21.93 (CHF27.66) 32.34
CHF30.53
10.38%
Sold Out
0
-131,690
MA
Mastercard Inc
2025-04-30
New Buy
New Buy
+0.74%
●
479.92 ($541.66) 576.31
$566.28
4.55%
New holding
7,710
7,710
XKRX:005935
Samsung Electronics Co Ltd
2025-04-30
Sold Out
Sold Out
-0.70%
●
41800 (₩46422.7) 50800
₩54,700.00
17.83%
Sold Out
0
-143,595
LNC
Lincoln National Corp
2025-04-30
New Buy
New Buy
+0.66%
●
28.95 ($34.93) 39.23
$34.55
-1.08%
New holding
118,400
118,400
HUM
Humana Inc
2025-04-30
New Buy
New Buy
+0.60%
●
245.91 ($266.93) 295.53
$237.50
-11.03%
New holding
13,180
13,180

MFS Equity Income Fund Total Holding History ($B)

To

MFS Equity Income Fund's Asset Allocation

To

MFS Equity Income Fund Past Portfolios

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

Top Ranked Articles

  • 1

MFS Equity Income Fund's Hypothetical Growth since 2025-04-30

MFS Equity Income Fund's Yearly Returns

Year Portfolio % % Excess Gain %

MFS Equity Income Fund's Holdings Heat Map

Size field:

MFS Equity Income Fund's Holdings Bubble Chart

MFS Equity Income Fund News

  • 1

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