Titelia

Holdings of MFS Growth Series

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

Net assets
1.9B $ including 1.9B $ in equities, 100.0 %
Positions
69 in 5 countries
Top ten
60.8 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 1,608,921280.6M $14.51 %
2Microsoft Corp 494,542183.1M $9.46 %
3Apple Inc 711,827180.7M $9.34 %
4Alphabet Inc 529,288152.2M $7.87 %
5Amazon.com Inc 591,627123.2M $6.37 %
6Mastercard Inc 121,35960.6M $3.14 %
7Broadcom Inc 183,97356.9M $2.94 %
8Meta Platforms Inc 98,47756.3M $2.91 %
9GE Vernova Inc 55,92248.8M $2.52 %
10Amphenol Corp 258,52732.7M $1.69 %
11Thermo Fisher Scientific Inc 62,15730.6M $1.58 %
12Howmet Aerospace Inc 128,98629.7M $1.54 %
13General Electric Co 104,22329.6M $1.53 %
14Taiwan Semiconductor Manufacturing Co Ltd 86,17329.1M $1.51 %
15Hilton Worldwide Holdings Inc 80,60624.5M $1.27 %
16Autodesk Inc 101,24824.2M $1.25 %
17Spotify Technology SA 45,47022M $1.14 %
18Danaher Corp 113,59921.5M $1.11 %
19Medtronic PLC 243,07221.1M $1.09 %
20MFS Institutional Money Market Portfolio 20,781,89420.8M $1.07 %
21KLA Corp 13,85920.4M $1.06 %
22Nasdaq Inc 233,35819.8M $1.02 %
23Gilead Sciences Inc 133,92418.7M $0.97 %
24Arista Networks Inc 137,25116.9M $0.87 %
25Starbucks Corp 186,09416.7M $0.86 %
26Monster Beverage Corp 220,55016M $0.83 %
27Philip Morris International Inc. 94,00115.5M $0.80 %
28Cadence Design Systems Inc 55,24515.4M $0.79 %
29Seagate Technology Holdings PLC 38,80115.2M $0.79 %
30AppLovin Corp 37,38514.9M $0.77 %
31Shopify Inc 118,86714.1M $0.73 %
32Goldman Sachs Group Inc/The 16,34313.8M $0.71 %
33Uber Technologies Inc 183,13113.2M $0.68 %
34Vulcan Materials Co 47,45412.9M $0.67 %
35Trane Technologies PLC 30,79612.8M $0.66 %
36Abbott Laboratories 123,35112.7M $0.65 %
37Cheniere Energy Inc 43,35712.3M $0.64 %
38LPL Financial Holdings Inc 40,73412.3M $0.63 %
39Applied Materials Inc 35,36312.1M $0.62 %
40Take-Two Interactive Software Inc 60,93412M $0.62 %
41O'Reilly Automotive Inc 128,35711.8M $0.61 %
42Linde PLC 23,30311.6M $0.60 %
43Caterpillar Inc 16,13711.4M $0.59 %
44Airbnb Inc 88,44811.2M $0.58 %
45Boston Scientific Corp 176,83711.1M $0.57 %
46Eaton Corp PLC 27,95610M $0.52 %
47KKR & Co Inc 107,70210M $0.52 %
48Snowflake Inc 60,1289.1M $0.47 %
49RTX Corp 42,6818.2M $0.43 %
50CBRE Group Inc 60,3628.2M $0.42 %
51Agilent Technologies Inc 70,9868.1M $0.42 %
52TKO Group Holdings Inc 40,1208.1M $0.42 %
53Guidewire Software Inc 53,6958M $0.42 %
54Medline Inc 176,3577.8M $0.41 %
55Emerson Electric Co. 53,5907M $0.36 %
56ASML Holding NV 4,8186.4M $0.33 %
57Curtiss-Wright Corp 9,2386.3M $0.33 %
58SAP SE 34,0805.8M $0.30 %
59Ferguson Enterprises Inc 23,7185.5M $0.29 %
60PNC Financial Services Group Inc/The 26,3815.5M $0.28 %
61Axon Enterprise Inc 12,8645.5M $0.28 %
62Synopsys Inc 13,5955.4M $0.28 %
63Ingersoll Rand Inc 64,8285.2M $0.27 %
64MongoDB Inc 17,1614.2M $0.22 %
65Moody's Corp 9,5854.2M $0.22 %
66Verisk Analytics Inc 21,9884.2M $0.22 %
67Vistra Corp 25,1253.8M $0.20 %
68Ares Management Corp 28,0333.1M $0.16 %
69CoStar Group Inc 36,7881.5M $0.08 %

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Sector breakdown

  • Technology 47.9 %
  • Communication 12.5 %
  • Industrials 10.2 %
  • Consumer discretionary 9.7 %
  • Financials 6.7 %
  • Health care 6.4 %
  • Consumer staples 1.6 %
  • Materials 1.3 %
  • Energy 0.6 %
  • Real estate 0.4 %
  • Utilities 0.2 %
  • Unattributed 2.4 %

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

Currency breakdown

  • USD 99.4 %
  • EUR 0.6 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 97.1 %
  • Taiwan 1.5 %
  • Canada 0.7 %
  • Netherlands 0.3 %
  • Germany 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States651.9B $97.14 %
2Taiwan129.1M $1.51 %
3Canada114.1M $0.73 %
4Netherlands16.4M $0.33 %
5Germany15.8M $0.30 %
Cite this page

Titelia. "Holdings of MFS Growth Series". https://titelia.com/en/funds/S000002673