MR
| |
MFS Research SeriesMutual Fund | |
| MFS VARIABLE INSURANCE TRUST | |
| Last update 2025-06-23 | 106 Stocks (10 new) |
| Value $348.00 Mil | Turnover 5 % |
MFS Research Series 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 69,104 | 25,941.0 | -50.23% | 7.460 | -3.86% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
AMZN | Amazon.com Inc | 86,805 | 16,515.5 | -52.16% | 4.750 | -2.73% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
NVDA | NVIDIA Corp | 145,338 | 15,751.7 | -57.99% | 4.530 | -3.54% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
META | Meta Platforms Inc | 25,236 | 14,545.0 | -46.33% | 4.180 | -1.68% | 0.000 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
AAPL | Apple Inc | 61,774 | 13,721.9 | -52.16% | 3.950 | -2.22% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
V | Visa Inc | 34,403 | 12,056.9 | -53.57% | 3.470 | -1.65% | 0.000 | +6.43% | +12.80% | 694,059.1 | Credit Services | |
GOOGL | Alphabet Inc | 64,641 | 9,996.1 | -62.47% | 2.880 | -2.67% | 0.000 | +22.60% | +0.73% | 2,309,505.8 | Interactive Media | |
JPM | JPMorgan Chase & Co | 35,086 | 8,606.6 | -52.16% | 2.480 | -1.20% | 0.000 | +23.79% | +25.81% | 815,993.3 | Banks | |
CRM | Salesforce Inc | 19,926 | 5,347.3 | -52.16% | 1.540 | -0.95% | 0.000 | +6.85% | -19.82% | 255,462.3 | Software | |
JNJ | Johnson & Johnson | 31,659 | 5,250.3 | -52.16% | 1.510 | -0.66% | 0.000 | +9.76% | +18.87% | 406,867.0 | Drug Manufacturers |
MFS Research Series's Historical Top Holdings Breakdowns
MFS Research Series's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -3.86% | 375.39 ($407.71) 447.2 | $505.87 | 24.08% | Reduce -50.23% | 69,104 | -69,736 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -3.54% | 106.98 ($126.74) 149.43 | $170.78 | 34.75% | Reduce -57.99% | 145,338 | -200,649 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -2.73% | 190.26 ($217) 242.06 | $228.29 | 5.20% | Reduce -52.16% | 86,805 | -94,656 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -2.67% | 154.33 ($181.36) 206.38 | $190.23 | 4.89% | Reduce -62.47% | 64,641 | -107,581 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -2.22% | 209.68 ($231.67) 247.1 | $214.15 | -7.56% | Reduce -52.16% | 61,774 | -67,360 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -1.68% | 576.36 ($645.17) 736.67 | $713.58 | 10.60% | Reduce -46.33% | 25,236 | -21,789 | |
V | Visa Inc | 2025-03-31 | Reduce Reduce | -1.65% | 306.92 ($338.38) 362.71 | $355.29 | 5.00% | Reduce -53.57% | 34,403 | -39,699 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -1.20% | 225.19 ($254.94) 279.95 | $296.76 | 16.40% | Reduce -52.16% | 35,086 | -38,257 | |
DIS | The Walt Disney Co | 2025-03-31 | Sold Out Sold Out | -1.10% | 96.87 ($107.47) 114 | $122.94 | 14.39% | Sold Out | 0 | -75,138 | |
CRM | Salesforce Inc | 2025-03-31 | Reduce Reduce | -0.95% | 268.36 ($311.03) 359.95 | $267.22 | -14.09% | Reduce -52.16% | 19,926 | -21,729 |
MFS Research Series Total Holding History ($B)
MFS Research Series's Asset Allocation
MFS Research Series Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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MFS Research Series's Hypothetical Growth since 2025-03-31
MFS Research Series's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MFS Research Series's Holdings Heat Map
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MFS Research Series's Holdings Bubble Chart
MFS Research Series News
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