Titelia

Holdings of MFS Mid Cap Value Fund

MFS SERIES TRUST XI · Original filing · Compare with another fund · Report an error

Net assets
16B $ including 15.9B $ in equities, 99.2 %
Positions
153 in 11 countries
Top ten
12.7 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Valero Energy Corp 917,120226.6M $1.42 %
2Flex Ltd 3,447,930225.7M $1.41 %
3MFS Institutional Money Market Portfolio 222,472,708222.5M $1.39 %
4PG&E Corp 11,431,648200.9M $1.26 %
5Permian Resources Corp 9,343,645199.2M $1.25 %
6Hartford Insurance Group Inc/The 1,453,279196.5M $1.23 %
7Corning Inc 1,436,194195.3M $1.22 %
8Targa Resources Corp 772,518193.7M $1.21 %
9Westinghouse Air Brake Technologies Corp 767,068191.7M $1.20 %
10Northern Trust Corp 1,244,826173.7M $1.09 %
11Diamondback Energy Inc 853,246168.8M $1.06 %
12Raymond James Financial Inc 1,150,230166.5M $1.04 %
13CMS Energy Corp 2,138,000165.9M $1.04 %
14L3Harris Technologies Inc 479,052165.3M $1.03 %
15US Foods Holding Corp 1,779,168164.1M $1.03 %
16Public Service Enterprise Group Inc 2,022,952163.8M $1.02 %
17Alliant Energy Corp 2,280,416163.6M $1.02 %
18M&T Bank Corp 785,663162.4M $1.02 %
19Willis Towers Watson PLC 549,009159.6M $1.00 %
20Agilent Technologies Inc 1,398,862159.4M $1.00 %
21TechnipFMC PLC 2,288,117158.2M $0.99 %
22PulteGroup Inc 1,320,139155.3M $0.97 %
23Expand Energy Corp 1,386,231152.2M $0.95 %
24Ross Stores Inc 677,530146.8M $0.92 %
25Allegion plc 1,007,882146.4M $0.92 %
26nVent Electric PLC 1,214,178143.6M $0.90 %
27Jones Lang LaSalle Inc 471,095143.4M $0.90 %
28Aramark 3,458,303140.2M $0.88 %
29Sempra 1,435,949139.5M $0.87 %
30CenterPoint Energy Inc 3,229,892139.4M $0.87 %
31Pinnacle West Capital Corp. 1,351,561136.2M $0.85 %
32Brixmor Property Group Inc 4,710,109135.7M $0.85 %
33Assurant Inc 621,986135.5M $0.85 %
34Ventas Inc 1,624,757132.9M $0.83 %
35Extra Space Storage Inc 1,007,097132.1M $0.83 %
36Kenvue Inc 7,617,442131.3M $0.82 %
37AGCO Corp 1,125,369130.4M $0.82 %
38WP Carey Inc 1,904,558129.4M $0.81 %
39Seagate Technology Holdings PLC 329,712129.2M $0.81 %
40Regions Financial Corp 4,936,336128.9M $0.81 %
41Plains GP Holdings LP 5,207,209126.4M $0.79 %
42Viking Holdings Ltd 1,687,632124M $0.78 %
43Jacobs Solutions Inc 964,933122.8M $0.77 %
44Atmos Energy Corp 660,735122.1M $0.76 %
45Equity LifeStyle Properties Inc 1,930,978120.5M $0.75 %
46Eastman Chemical Co 1,576,157120.3M $0.75 %
47VICI Properties Inc 4,377,870119.6M $0.75 %
48Global Payments Inc 1,760,122118.5M $0.74 %
49Entegris Inc 1,009,540118.4M $0.74 %
50Aptiv PLC 2,010,658117.6M $0.74 %
51American International Group Inc 1,548,937116.6M $0.73 %
52Hyatt Hotels Corp 806,099115.9M $0.72 %
53Pentair PLC 1,312,790114.4M $0.72 %
54East West Bancorp Inc 1,064,809113.7M $0.71 %
55Fifth Third Bancorp 2,422,874112.6M $0.70 %
56Delta Air Lines Inc 1,688,382112.2M $0.70 %
57TransUnion 1,596,659110.5M $0.69 %
58GFL Environmental Inc 2,620,975109.3M $0.68 %
59Coherent Corp 457,613109M $0.68 %
60Labcorp Holdings Inc 407,179108.6M $0.68 %
61Ferguson Enterprises Inc 458,695107M $0.67 %
62Brunswick Corp/DE 1,460,666106.3M $0.66 %
63Leidos Holdings Inc 682,575106.2M $0.66 %
64Flowserve Corp 1,440,666105.9M $0.66 %
65Hubbell Inc 214,675105.3M $0.66 %
66Cencora Inc 332,579104.5M $0.65 %
67Sysco Corp 1,456,401103.9M $0.65 %
68Humana Inc 594,755103.1M $0.64 %
69Nucor Corp 607,302102.7M $0.64 %
70PACCAR Inc 880,886101.7M $0.64 %
71JB Hunt Transport Services Inc 479,461101.6M $0.64 %
72NXP Semiconductors NV 512,811101M $0.63 %
73Essex Property Trust Inc 410,66399.4M $0.62 %
74Baker Hughes Co 1,626,60699.3M $0.62 %
75Avery Dennison Corp 573,85199.1M $0.62 %
76STERIS PLC 446,85798.8M $0.62 %
77Lincoln National Corp 2,766,09598.2M $0.61 %
78LKQ Corp 3,332,78897.9M $0.61 %
79Becton Dickinson & Co 620,16297.5M $0.61 %
80Universal Health Services Inc 531,37495.1M $0.59 %
81Everest Group Ltd 289,49194.6M $0.59 %
82International Flavors & Fragrances Inc 1,303,56594.6M $0.59 %
83FedEx Corp 262,02193.3M $0.58 %
84Ingersoll Rand Inc 1,140,35491.4M $0.57 %
85Voya Financial Inc 1,331,06890.9M $0.57 %
86Mid-America Apartment Communities, Inc. 740,13890.4M $0.57 %
87Evergy Inc 1,102,63290.3M $0.56 %
88Otis Worldwide Corp 1,163,86689.7M $0.56 %
89Ingredion Inc 795,91389.7M $0.56 %
90Fidelity National Information Services Inc 1,906,75089.4M $0.56 %
91Chord Energy Corp 627,81289.3M $0.56 %
92Tyson Foods Inc 1,391,64589.2M $0.56 %
93Albertsons Cos Inc 5,174,66088.2M $0.55 %
94Ashland Inc 1,565,45387.1M $0.54 %
95Corebridge Financial Inc 3,643,75686.9M $0.54 %
96Stanley Black & Decker Inc 1,207,49285.8M $0.54 %
97SLM Corp 3,999,60085.6M $0.54 %
98ITT Inc 439,66083.8M $0.52 %
99Omnicom Group Inc 1,104,74983.2M $0.52 %
100DuPont de Nemours Inc 1,812,82683M $0.52 %

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Sector breakdown

  • Industrials 9.5 %
  • Financials 9.3 %
  • Technology 8.6 %
  • Utilities 7.5 %
  • Energy 6.9 %
  • Health care 4.3 %
  • Consumer staples 3.6 %
  • Consumer discretionary 2.2 %
  • Real estate 2.2 %
  • Materials 2.2 %
  • Communication 0.5 %
  • Unattributed 43.0 %

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

Currency breakdown

  • USD 99.1 %
  • EUR 0.5 %
  • GBP 0.4 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 90.0 %
  • Ireland 2.3 %
  • United Kingdom 1.8 %
  • Singapore 1.4 %
  • Jersey 1.2 %
  • Bermuda 0.8 %
  • Canada 0.7 %
  • Netherlands 0.6 %
  • France 0.5 %
  • Israel 0.4 %
  • Germany 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States13714.3B $89.98 %
2Ireland3357.9M $2.26 %
3United Kingdom3281.3M $1.77 %
4Singapore1225.7M $1.42 %
5Jersey3196.1M $1.24 %
6Bermuda1124M $0.78 %
7Canada1109.3M $0.69 %
8Netherlands1101M $0.64 %
9France180.2M $0.51 %
10Israel170.7M $0.45 %
11Germany143.8M $0.28 %
Cite this page

Titelia. "Holdings of MFS Mid Cap Value Fund". https://titelia.com/en/funds/S000002499