BMSVX Holdings — MFS Blended Research Mid Cap Equity Fund
Data updated: 2026-09-25
BMSVX holds 160 securities. The top 10 make up 19.9% of net assets, led by Western Digital (2.95%) and Flex (2.67%). Information Technology (18.2%) and Industrials (18.2%) are the largest sectors, and 87.2% of the portfolio is in United States. No debt holdings are reported.
Holdings cover 99.83% of net asset value (99.67% of total assets; remainder is cash and receivables). As of May 31, 2026 · N-PORT.
BMSVX Portfolio Holdings
160 holdings of MFS Blended Research Mid Cap Equity Fund by percentage of net assets, from the fund's SEC N-PORT filing as of May 31, 2026. The 100 largest are listed below; the interactive table on this page lists all 160.
| Holding | Ticker | Sector | % of net assets | Value (USD) |
|---|---|---|---|---|
| Western Digital Corp. | WDC | Information Technology | 2.95% | $86.43M |
| Flex Ltd. | FLEX | Information Technology | 2.67% | $78.42M |
| Valero Energy Corp. | VLO | Energy | 1.99% | $58.27M |
| Ciena Corp. | CIEN | Information Technology | 1.90% | $55.75M |
| Viking Holdings Ltd. | VIK | Consumer Discretionary | 1.86% | $54.51M |
| Okta, Inc. | OKTA | Information Technology | 1.82% | $53.48M |
| Northern Trust Corp. | NTRS | Financials | 1.76% | $51.56M |
| Aramark | ARMK | Consumer Discretionary | 1.70% | $49.97M |
| Westinghouse Air Brake Technologies Corp. | WAB | Industrials | 1.62% | $47.59M |
| Edison International | EIX | Utilities | 1.59% | $46.64M |
| Popular, Inc. | BPOP | Financials | 1.50% | $44.14M |
| Phillips 66 | PSX | Energy | 1.48% | $43.31M |
| Humana, Inc. | HUM | Health Care | 1.46% | $42.71M |
| PG&E Corp. | PCG | Utilities | 1.45% | $42.57M |
| Ameriprise Financial, Inc. | AMP | Financials | 1.44% | $42.24M |
| Curtiss-Wright Corp. | CW | Industrials | 1.40% | $41.12M |
| TechnipFMC plc | FTI | Energy | 1.36% | $39.81M |
| Datadog, Inc., Class A | DDOG | Information Technology | 1.35% | $39.59M |
| Illumina, Inc. | ILMN | Health Care | 1.30% | $38.14M |
| AGCO Corp. | AGCO | Industrials | 1.23% | $36.22M |
| Synchrony Financial | SYF | Financials | 1.19% | $34.81M |
| Aptiv plc | APTV | Consumer Discretionary | 1.18% | $34.75M |
| BWX Technologies, Inc. | BWXT | Industrials | 1.12% | $32.77M |
| Equitable Holdings, Inc. | EQH | Financials | 1.11% | $32.63M |
| AMETEK, Inc. | AME | Industrials | 1.10% | $32.36M |
| Masco Corp. | MAS | Industrials | 1.10% | $32.31M |
| Everest Group Ltd. | EG | Financials | 1.10% | $32.16M |
| WP Carey, Inc. | WPC | Real Estate | 1.09% | $31.95M |
| TKO Group Holdings, Inc. | TKO | Consumer Discretionary | 1.07% | $31.54M |
| Envista Holdings Corp. | NVST | Health Care | 1.07% | $31.41M |
| Teradyne, Inc. | TER | Information Technology | 1.04% | $30.62M |
| O'Reilly Automotive, Inc. | ORLY | Consumer Discretionary | 1.02% | $30.06M |
| Dollar General Corp. | DG | Consumer Staples | 1.02% | $29.95M |
| Texas Capital Bancshares, Inc. | TCBI | Financials | 1.01% | $29.61M |
| Mohawk Industries, Inc. | MHK | Consumer Discretionary | 1.00% | $29.34M |
| Dexcom, Inc. | DXCM | Health Care | 0.98% | $28.89M |
| Highwoods Properties, Inc. | HIW | Real Estate | 0.96% | $28.03M |
| IQVIA Holdings, Inc. | IQV | Health Care | 0.95% | $27.97M |
| Hartford Insurance Group, Inc. (The) | HIG | Financials | 0.94% | $27.73M |
| Leidos Holdings, Inc. | LDOS | Information Technology | 0.94% | $27.45M |
| Textron, Inc. | TXT | Industrials | 0.93% | $27.32M |
| Brunswick Corp. | BC | Industrials | 0.92% | $27.01M |
| RPM International, Inc. | RPM | Materials | 0.88% | $25.87M |
| Eastman Chemical Co. | EMN | Materials | 0.86% | $25.21M |
| MYR Group, Inc. | MYRG | Industrials | 0.85% | $24.89M |
| Avient Corp. | AVNT | Materials | 0.82% | $24.17M |
| Amkor Technology, Inc. | AMKR | Information Technology | 0.81% | $23.79M |
| Omnicom Group, Inc. | OMC | Communication Services | 0.79% | $23.30M |
| Incyte Corp. | INCY | Health Care | 0.79% | $23.27M |
| Roku, Inc. | ROKU | Communication Services | 0.78% | $22.91M |
| Portland General Electric Co. | POR | Utilities | 0.77% | $22.51M |
| Exelixis, Inc. | EXEL | Health Care | 0.76% | $22.33M |
| Biogen, Inc. | BIIB | Health Care | 0.76% | $22.30M |
| McKesson Corp. | MCK | Health Care | 0.74% | $21.71M |
| Verisk Analytics, Inc. | VRSK | Industrials | 0.71% | $20.89M |
| TriNet Group, Inc. | TNET | Industrials | 0.70% | $20.44M |
| Ingredion, Inc. | INGR | Consumer Staples | 0.69% | $20.37M |
| Cousins Properties, Inc. | CUZ | Real Estate | 0.69% | $20.36M |
| Voya Financial, Inc. | VOYA | Financials | 0.69% | $20.31M |
| Ferguson Enterprises, Inc. | FERG | Industrials | 0.69% | $20.15M |
| Essential Properties Realty Trust, Inc. | EPRT | Real Estate | 0.68% | $20.03M |
| Universal Health Services, Inc., Class B | UHS | Health Care | 0.67% | $19.61M |
| Jones Lang LaSalle, Inc. | JLL | Real Estate | 0.66% | $19.48M |
| Zoom Communications, Inc. | ZM | Information Technology | 0.66% | $19.25M |
| nVent Electric plc | NVT | Industrials | 0.65% | $19.18M |
| Ross Stores, Inc. | ROST | Consumer Discretionary | 0.64% | $18.88M |
| Cirrus Logic, Inc. | CRUS | Information Technology | 0.63% | $18.49M |
| Expand Energy Corp. | EXE | Energy | 0.62% | $18.12M |
| Raymond James Financial, Inc. | RJF | Financials | 0.62% | $18.06M |
| ROBLOX Corp., Class A | RBLX | Communication Services | 0.60% | $17.61M |
| CareTrust REIT, Inc. | CTRE | Real Estate | 0.58% | $16.93M |
| JB Hunt Transport Services, Inc. | JBHT | Industrials | 0.57% | $16.82M |
| Jacobs Solutions, Inc. | J | Industrials | 0.56% | $16.41M |
| Talen Energy Corp. | TLN | Utilities | 0.54% | $15.97M |
| Etsy, Inc. | ETSY | Industrials | 0.54% | $15.97M |
| Simon Property Group, Inc. | SPG | Real Estate | 0.52% | $15.39M |
| Monolithic Power Systems, Inc. | MPWR | Information Technology | 0.52% | $15.26M |
| CBRE Group, Inc., Class A | CBRE | Real Estate | 0.52% | $15.21M |
| Zebra Technologies Corp., Class A | ZBRA | Industrials | 0.50% | $14.76M |
| Texas Roadhouse, Inc. | TXRH | Consumer Discretionary | 0.49% | $14.35M |
| Lamar Advertising Co., Class A | LAMR | Real Estate | 0.48% | $13.96M |
| Dropbox, Inc., Class A | DBX | Information Technology | 0.47% | $13.84M |
| SkyWest, Inc. | SKYW | Industrials | 0.46% | $13.59M |
| Albertsons Cos., Inc., Class A | ACI | Consumer Staples | 0.45% | $13.26M |
| United Airlines Holdings, Inc. | UAL | Industrials | 0.45% | $13.10M |
| Sandisk Corp. | SNDK | Information Technology | 0.44% | $13.05M |
| MFS Institutional Money Market Portfolio, Class A | — | Funds & ETFs | 0.44% | $12.93M |
| GoDaddy, Inc., Class A | GDDY | Information Technology | 0.43% | $12.75M |
| Antero Resources Corp. | AR | Energy | 0.43% | $12.61M |
| Banc of California, Inc. | BANC | Financials | 0.43% | $12.59M |
| Axis Capital Holdings Ltd. | AXS | Financials | 0.42% | $12.47M |
| Flowserve Corp. | FLS | Industrials | 0.42% | $12.28M |
| NRG Energy, Inc. | NRG | Utilities | 0.42% | $12.25M |
| National Fuel Gas Co. | NFG | Utilities | 0.41% | $12.10M |
| US Foods Holding Corp. | USFD | Consumer Staples | 0.41% | $11.97M |
| Constellium SE | CSTM | Materials | 0.39% | $11.42M |
| Anglogold Ashanti plc | AU | Materials | 0.39% | $11.37M |
| Lincoln National Corp. | LNC | Financials | 0.38% | $11.17M |
| Newell Brands, Inc. | NWL | Materials | 0.37% | $10.99M |
| Corebridge Financial, Inc. | CRBG | Financials | 0.36% | $10.49M |
BMSVX Sector Allocation
MFS Blended Research Mid Cap Equity Fund holdings grouped by sector, by share of the portfolio's market value.
| Sector | Weight | Holdings |
|---|---|---|
| Information Technology | 18.2% | 25 |
| Industrials | 18.2% | 31 |
| Financials | 13.8% | 21 |
| Consumer Discretionary | 10.8% | 19 |
| Health Care | 10.2% | 14 |
| Energy | 6.4% | 9 |
| Real Estate | 6.3% | 10 |
| Utilities | 6.2% | 10 |
| Materials | 4.3% | 10 |
| Consumer Staples | 2.7% | 5 |
| Communication Services | 2.4% | 5 |
| Funds & ETFs | 0.4% | 1 |
BMSVX Country Allocation
Where MFS Blended Research Mid Cap Equity Fund's holdings are domiciled, by percentage of net assets (largest 9).
| Country | % of net assets |
|---|---|
| United States | 87.2% |
| Bermuda | 3.5% |
| Singapore | 2.7% |
| United Kingdom | 1.7% |
| Puerto Rico | 1.5% |
| Jersey | 1.4% |
| Ireland | 1.2% |
| France | 0.4% |
| Luxembourg | 0.1% |
BMSVX Portfolio Allocation
Asset-class allocation of MFS Blended Research Mid Cap Equity Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.4% |
| Cash & Equivalents | 0.4% |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.