Titelia

Holdings of MFS Value Series

MFS VARIABLE INSURANCE TRUST · Original filing · Compare with another fund · Report an error

Net assets
2B $ including 2B $ in equities, 99.9 %
Positions
72 in 4 countries
Top ten
28.4 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1JPMorgan Chase & Co 296,15987.1M $4.43 %
2Johnson & Johnson 248,49460.7M $3.09 %
3Progressive Corp/The 290,16057.5M $2.93 %
4Exxon Mobil Corp 327,67755.6M $2.83 %
5Cigna Group/The 208,28155.6M $2.83 %
6RTX Corp 287,35455.4M $2.82 %
7McKesson Corp 63,15654.7M $2.78 %
8ConocoPhillips 345,98445.7M $2.32 %
9Morgan Stanley 265,63143.7M $2.22 %
10Boeing Co/The 215,03142.8M $2.18 %
11Analog Devices Inc 134,31442.7M $2.17 %
12General Dynamics Corp 119,89141.1M $2.09 %
13Duke Energy Corp 303,09339.7M $2.02 %
14KLA Corp 26,52739.1M $1.99 %
15Nasdaq Inc 455,83138.7M $1.97 %
16Prologis Inc 282,97337.4M $1.90 %
17Travelers Cos Inc/The 128,19537.4M $1.90 %
18Honeywell International Inc 164,70637.2M $1.89 %
19Chubb Ltd 111,62836.4M $1.85 %
20Dominion Energy Inc 579,90735.8M $1.82 %
21Lowe's Cos Inc 149,99935.4M $1.80 %
22Citigroup Inc 311,08535.3M $1.79 %
23Chevron Corp 169,73735.1M $1.79 %
24American Express Co 114,33334.6M $1.76 %
25Union Pacific Corp 140,75534.1M $1.74 %
26Marsh & McLennan Cos Inc 195,19933.9M $1.72 %
27Marriott International Inc/MD 101,33933.1M $1.69 %
28Aon PLC 96,54031.2M $1.59 %
29Southern Co/The 315,21430.4M $1.55 %
30AbbVie Inc 132,35928.8M $1.46 %
31PNC Financial Services Group Inc/The 135,37028.2M $1.43 %
32Xcel Energy Inc 347,21527.6M $1.40 %
33Abbott Laboratories 267,20627.4M $1.40 %
34Accenture PLC 138,21227.4M $1.39 %
35Wells Fargo & Co 340,64827.1M $1.38 %
36Blackrock Inc 28,04927M $1.37 %
37Northrop Grumman Corp 39,34726.8M $1.37 %
38NXP Semiconductors NV 135,18526.6M $1.35 %
39PACCAR Inc 216,84825M $1.27 %
40PG&E Corp 1,425,28325M $1.27 %
41KKR & Co Inc 260,60424.1M $1.23 %
42Texas Instruments Inc 120,76623.4M $1.19 %
43PepsiCo Inc 145,62122.6M $1.15 %
44Eaton Corp PLC 59,04721.1M $1.07 %
45Illinois Tool Works Inc 80,43720.9M $1.06 %
46Equifax Inc 109,97319.8M $1.01 %
47CRH PLC 179,21018.8M $0.96 %
48EOG Resources Inc 119,10317.2M $0.88 %
49Pfizer Inc 606,66717M $0.87 %
50Caterpillar Inc 23,40016.6M $0.84 %
51Elevance Health Inc 55,83716.3M $0.83 %
52NextEra Energy Inc 175,49416.3M $0.83 %
53Philip Morris International Inc. 95,64515.8M $0.80 %
54Kimberly-Clark Corp 153,53814.8M $0.75 %
55Nestle SA 126,85312.6M $0.64 %
56LPL Financial Holdings Inc 41,62612.5M $0.64 %
57WW Grainger Inc 10,00610.9M $0.56 %
58Humana Inc 62,68310.9M $0.55 %
59Reckitt Benckiser Group PLC 159,81810.8M $0.55 %
60American Electric Power Co Inc 79,64910.4M $0.53 %
61Coca-Cola Europacific Partners PLC 114,29610.4M $0.53 %
62Salesforce Inc 54,69410.2M $0.52 %
63Microsoft Corp 25,9649.6M $0.49 %
64MFS Institutional Money Market Portfolio 8,072,4618.1M $0.41 %
65Ares Management Corp 67,9387.4M $0.38 %
66Sherwin-Williams Co/The 22,7297.3M $0.37 %
67Otis Worldwide Corp 89,7796.9M $0.35 %
68Trane Technologies PLC 13,6685.7M $0.29 %
69Public Storage 19,6485.3M $0.27 %
70Medline Inc 111,5265M $0.25 %
71Kenvue Inc 285,5864.9M $0.25 %
72Diageo PLC 249,5984.6M $0.24 %

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Sector breakdown

  • Financials 28.6 %
  • Industrials 18.6 %
  • Health care 13.8 %
  • Utilities 9.4 %
  • Technology 9.1 %
  • Energy 6.0 %
  • Consumer staples 4.4 %
  • Consumer discretionary 3.5 %
  • Real estate 1.9 %
  • Materials 1.3 %
  • Unattributed 3.3 %

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

Currency breakdown

  • USD 98.6 %
  • GBP 0.8 %
  • CHF 0.6 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 96.7 %
  • Netherlands 1.4 %
  • United Kingdom 1.3 %
  • Switzerland 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States671.9B $96.69 %
2Netherlands126.6M $1.36 %
3United Kingdom325.8M $1.32 %
4Switzerland112.6M $0.64 %
Cite this page

Titelia. "Holdings of MFS Value Series". https://titelia.com/en/funds/S000002672