Titelia

Holdings of MFS Research Fund

MFS Series Trust V · Original filing · Compare with another fund · Report an error

Net assets
7.3B $ including 7.3B $ in equities, 99.3 %
Positions
100 in 6 countries
Top ten
43.0 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 3,505,420611.3M $8.34 %
2Apple Inc 1,975,830501.4M $6.84 %
3Microsoft Corp 1,164,669431.1M $5.88 %
4Alphabet Inc 1,176,414338.3M $4.62 %
5Amazon.com Inc 1,582,494329.6M $4.50 %
6Broadcom Inc 730,233226M $3.08 %
7Meta Platforms Inc 362,827207.6M $2.83 %
8Mastercard Inc 369,522184.6M $2.52 %
9JPMorgan Chase & Co 619,334182.2M $2.49 %
10Exxon Mobil Corp 835,527141.8M $1.93 %
11Lam Research Corp 512,837109.6M $1.50 %
12Johnson & Johnson 434,333106.2M $1.45 %
13RTX Corp 470,64990.8M $1.24 %
14Spotify Technology SA 164,25379.6M $1.09 %
15PNC Financial Services Group Inc/The 367,47276.5M $1.04 %
16Caterpillar Inc 106,62975.5M $1.03 %
17ConocoPhillips 561,21874.1M $1.01 %
18Thermo Fisher Scientific Inc 149,84073.7M $1.01 %
19Chubb Ltd 223,79872.9M $1.00 %
20Pfizer Inc 2,555,85071.8M $0.98 %
21CME Group Inc 241,85071.4M $0.97 %
22Charles Schwab Corp/The 736,19869.2M $0.94 %
23Amphenol Corp 544,22368.8M $0.94 %
24Aon PLC 212,26968.5M $0.94 %
25Morgan Stanley 410,14767.5M $0.92 %
26Aramark 1,653,37667M $0.91 %
27Gilead Sciences Inc 475,81066.3M $0.91 %
28Medtronic PLC 752,91265.2M $0.89 %
29Philip Morris International Inc. 378,83362.6M $0.85 %
30Arista Networks Inc 499,70261.4M $0.84 %
31General Dynamics Corp 177,01060.8M $0.83 %
32Trane Technologies PLC 144,69560.3M $0.82 %
33Accenture PLC 303,55260.2M $0.82 %
34PepsiCo Inc 382,66359.4M $0.81 %
35Cigna Group/The 221,59659.1M $0.81 %
36Hilton Worldwide Holdings Inc 185,08156.3M $0.77 %
37CRH PLC 526,64355.4M $0.76 %
38TJX Cos Inc/The 343,57054.9M $0.75 %
39T-Mobile US Inc 254,93453.5M $0.73 %
40Salesforce Inc 279,19452.1M $0.71 %
41Waters Corp 174,25351.9M $0.71 %
42Howmet Aerospace Inc 224,55451.8M $0.71 %
43Moody's Corp 115,96150.6M $0.69 %
44McKesson Corp 58,29150.4M $0.69 %
45Progressive Corp/The 253,48250.3M $0.69 %
46Becton Dickinson & Co 318,99650.2M $0.68 %
47WW Grainger Inc 44,92849M $0.67 %
48BJ's Wholesale Club Holdings Inc 488,81848.1M $0.66 %
49Uber Technologies Inc 667,77548M $0.66 %
50Omnicom Group Inc 629,36047.4M $0.65 %
51Duke Energy Corp 357,16746.8M $0.64 %
52Ferguson Enterprises Inc 192,78045M $0.61 %
53Cadence Design Systems Inc 161,58744.9M $0.61 %
54Autodesk Inc 186,96244.8M $0.61 %
55Honeywell International Inc 196,72644.5M $0.61 %
56TransUnion 631,19643.7M $0.60 %
57GE Vernova Inc 49,99243.6M $0.60 %
58Seagate Technology Holdings PLC 110,98243.5M $0.59 %
59Emerson Electric Co. 328,20543M $0.59 %
60Starbucks Corp 462,91341.5M $0.57 %
61Boston Scientific Corp 644,53340.4M $0.55 %
62Pentair PLC 454,90939.6M $0.54 %
63Coherent Corp 164,94239.3M $0.54 %
64Alliant Energy Corp 544,12439M $0.53 %
65NextEra Energy Inc 416,41738.7M $0.53 %
66Colgate-Palmolive Co 445,81038M $0.52 %
67Curtiss-Wright Corp 54,49337.1M $0.51 %
68US Foods Holding Corp 390,82436M $0.49 %
69STERIS PLC 161,43035.7M $0.49 %
70GFL Environmental Inc 846,62135.3M $0.48 %
71PPL Corp 901,00234.4M $0.47 %
72Nordson Corp 126,47633.7M $0.46 %
73PulteGroup Inc 276,80632.6M $0.44 %
74Shopify Inc 267,95731.8M $0.43 %
75PG&E Corp 1,722,99530.3M $0.41 %
76XPO Inc 153,54429.9M $0.41 %
77Aptiv plc 504,48229.5M $0.40 %
78Kenvue Inc 1,709,04429.5M $0.40 %
79Ingersoll Rand Inc 366,79429.4M $0.40 %
80Vertex Pharmaceuticals Inc 65,47729.2M $0.40 %
81Cognizant Technology Solutions Corp. 475,48829.2M $0.40 %
82Mondelez International Inc 494,40428.5M $0.39 %
83Allegion plc 191,70527.9M $0.38 %
84Sherwin-Williams Co/The 85,11527.3M $0.37 %
85KKR & Co Inc 286,13226.5M $0.36 %
86Okta Inc 332,35226.2M $0.36 %
87Tractor Supply Co 565,20425.6M $0.35 %
88Willis Towers Watson PLC 86,38025.1M $0.34 %
89TKO Group Holdings Inc 121,29424.5M $0.33 %
90Viking Holdings Ltd 327,71724.1M $0.33 %
91Valero Energy Corp 97,33624M $0.33 %
92Floor & Decor Holdings Inc 461,89023.5M $0.32 %
93Humana Inc 128,49922.3M $0.30 %
94American Tower Corp 105,40318.2M $0.25 %
95EQT Corp 245,30715.6M $0.21 %
96Tyson Foods Inc 239,58815.4M $0.21 %
97Cheniere Energy Inc 51,62914.7M $0.20 %
98TechnipFMC PLC 162,48611.2M $0.15 %
99Versigent PLC 168,1615.4M $0.07 %
100Estee Lauder Cos Inc/The 72,3865.2M $0.07 %

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Sector breakdown

  • Technology 32.4 %
  • Financials 13.0 %
  • Industrials 10.3 %
  • Communication 10.0 %
  • Health care 9.4 %
  • Consumer discretionary 7.3 %
  • Consumer staples 4.4 %
  • Energy 3.9 %
  • Utilities 2.6 %
  • Materials 1.1 %
  • Real estate 0.3 %
  • Unattributed 5.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 97.8 %
  • Canada 0.9 %
  • Jersey 0.5 %
  • Ireland 0.3 %
  • Bermuda 0.3 %
  • United Kingdom 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States937.1B $97.77 %
2Canada267.1M $0.92 %
3Jersey234.9M $0.48 %
4Ireland125.1M $0.35 %
5Bermuda124.1M $0.33 %
6United Kingdom111.2M $0.15 %
Cite this page

Titelia. "Holdings of MFS Research Fund". https://titelia.com/en/funds/S000002438