Full & Historical Holdings

U.S. Growth Fund


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Based on Market Value Based on Equivalent Exposure
ISIN Securities
(on 31-Oct-25)
Shares or Par Amount Value Percent of Net Assets Value Percent of Net Assets Market Cap ($mm) GICS Sectors

The Global Industry Classification Standard (GICS®) was developed by and/or is the exclusive property of MSCI, Inc. and S&P Global Market Intelligence Inc. ("S&P Global Market Intelligence"). GICS is a service mark of MSCI and S&P Global Market Intelligence and has been licensed for use by MFS. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.

Country
US67066G1040 NVIDIA Corp 47,648 $9,648,243.52 9.92% $9,648,243.52 9.92% 4,930,024.03 Information Technology United States
US5949181045 Microsoft Corp 18,062 $9,352,684.22 9.62% $9,352,684.22 9.62% 3,849,399.54 Information Technology United States
US0231351067 Amazon.com Inc 32,440 $7,922,496.80 8.15% $7,922,496.80 8.15% 2,609,979.14 Consumer Discretionary United States
US11135F1012 Broadcom Inc 17,113 $6,325,478.19 6.51% $6,325,478.19 6.51% 1,745,527.77 Information Technology United States
US02079K3059 Alphabet Inc Class A 19,606 $5,513,011.14 5.67% $5,513,011.14 5.67% 3,395,931.63 Communication Services United States
US0378331005 Apple Inc 17,721 $4,791,226.77 4.93% $4,791,226.77 4.93% 4,012,396.24 Information Technology United States
US30303M1027 Meta Platforms Inc 7,217 $4,679,141.95 4.81% $4,679,141.95 4.81% 1,631,248.60 Communication Services United States
US0320951017 Amphenol Corp 22,850 $3,183,919.00 3.28% $3,183,919.00 3.28% 170,559.89 Information Technology United States
US57636Q1040 Mastercard Inc 5,583 $3,084,669.68 3.17% $3,081,760.17 3.17% 496,791.00 Financials United States
US64110L1061 Netflix Inc 1,915 $2,142,616.90 2.20% $2,142,616.90 2.20% 474,097.15 Communication Services United States
US0527691069 Autodesk Inc 5,821 $1,754,100.14 1.80% $1,754,100.14 1.80% 64,185.42 Information Technology United States
US8740391003 Taiwan Semiconductor Manufacturing Co Ltd ADR 5,639 $1,694,124.77 1.74% $1,694,124.77 1.74% 1,558,210.24 Information Technology Taiwan
US36828A1016 GE Vernova Inc 2,842 $1,663,483.08 1.71% $1,662,967.88 1.71% 158,760.46 Industrials United States
US4432011082 Howmet Aerospace Inc 7,527 $1,550,185.65 1.59% $1,550,185.65 1.59% 82,997.85 Industrials United States
US8835561023 Thermo Fisher Scientific Inc 2,720 $1,543,300.80 1.59% $1,543,300.80 1.59% 214,253.34 Health Care United States
US3696043013 General Electric Co 4,792 $1,480,488.40 1.52% $1,480,488.40 1.52% 325,884.79 Industrials United States
US0404132054 Arista Networks Inc 9,386 $1,480,078.34 1.52% $1,480,078.34 1.52% 198,195.10 Information Technology United States
IE00B8KQN827 Eaton Corp PLC 3,551 $1,354,919.56 1.39% $1,354,919.56 1.39% 148,541.31 Industrials United States
US48251W1045 KKR & Co Inc 10,867 $1,285,892.11 1.32% $1,285,892.11 1.32% 105,425.96 Financials United States
LU1778762911 Spotify Technology SA 1,921 $1,258,869.72 1.29% $1,258,869.72 1.29% 134,850.44 Communication Services Sweden
US03831W1080 AppLovin Corp 1,967 $1,253,628.11 1.29% $1,253,628.11 1.29% 215,916.57 Information Technology United States
CA82509L1076 Shopify Inc 7,008 $1,218,410.88 1.25% $1,218,410.88 1.25% 225,908.12 Information Technology Canada
US1273871087 Cadence Design Systems Inc 3,416 $1,156,965.04 1.19% $1,156,965.04 1.19% 92,191.76 Information Technology United States
US1011371077 Boston Scientific Corp 11,400 $1,148,208.00 1.18% $1,148,208.00 1.18% 149,242.02 Health Care United States
US4824801009 KLA Corp 820 $991,166.80 1.02% $991,166.80 1.02% 159,581.48 Information Technology United States
US43300A2033 Hilton Worldwide Holdings Inc 3,485 $895,505.60 0.92% $895,505.60 0.92% 59,885.56 Consumer Discretionary United States
US92840M1027 Vistra Corp 4,740 $892,542.00 0.92% $892,542.00 0.92% 63,856.67 Utilities United States
IE00BK9ZQ967 Trane Technologies PLC 1,952 $875,764.80 0.90% $875,764.80 0.90% 99,915.70 Industrials United States
US7181721090 Philip Morris International Inc 5,767 $832,351.11 0.86% $832,351.11 0.86% 224,669.68 Consumer Staples United States
US8740541094 Take-Two Interactive Software Inc 3,117 $799,105.29 0.82% $799,105.29 0.82% 47,292.63 Communication Services United States
US2358511028 Danaher Corp 3,530 $760,291.40 0.78% $760,291.40 0.78% 152,133.57 Health Care United States
- EUR/USD FWD 20251126 BBHH-BOS 655,952 $757,199.27 0.78% $756,083.46 0.78% - Unclassified United States
IE00BTN1Y115 Medtronic PLC 7,750 $702,925.00 0.72% $702,925.00 0.72% 116,339.61 Health Care United States
US0028241000 Abbott Laboratories 5,482 $679,902.65 0.70% $677,684.84 0.70% 214,959.48 Health Care United States
US16411R2085 Cheniere Energy Inc 3,161 $670,132.00 0.69% $670,132.00 0.69% 46,046.40 Energy United States
US8552441094 Starbucks Corp 7,707 $623,265.09 0.64% $623,265.09 0.64% 91,941.10 Consumer Discretionary United States
US6311031081 Nasdaq Inc 7,258 $620,486.42 0.64% $620,486.42 0.64% 48,964.06 Financials United States
US03990B1017 Ares Management Corp 4,007 $595,880.97 0.61% $595,880.97 0.61% 32,622.66 Financials United States
US40171V1008 Guidewire Software Inc 2,497 $583,399.08 0.60% $583,399.08 0.60% 19,749.72 Information Technology United States
DE0007164600 SAP SE 2,201 $569,425.76 0.59% $569,425.76 0.59% 317,829.16 Information Technology Germany
US67103H1077 O'Reilly Automotive Inc 5,889 $556,157.16 0.57% $556,157.16 0.57% 79,974.85 Consumer Discretionary United States
US1491231015 Caterpillar Inc 936 $541,284.63 0.56% $540,315.36 0.56% 270,434.19 Industrials United States
US22788C1053 Crowdstrike Holdings Inc 959 $520,746.59 0.54% $520,746.59 0.54% 136,271.15 Information Technology United States
US4612021034 Intuit Inc 772 $515,348.60 0.53% $515,348.60 0.53% 186,332.56 Information Technology United States
US90353T1007 Uber Technologies Inc 5,266 $508,169.00 0.52% $508,169.00 0.52% 201,373.11 Industrials United States
US6153691059 Moody's Corp 1,031 $495,189.30 0.51% $495,189.30 0.51% 85,685.52 Financials United States
US9291601097 Vulcan Materials Co 1,694 $490,413.00 0.50% $490,413.00 0.50% 38,251.90 Materials United States
IE000S9YS762 Linde PLC 1,046 $437,541.80 0.45% $437,541.80 0.45% 196,145.05 Materials United States
US12504L1098 CBRE Group Inc 2,660 $405,463.80 0.42% $405,463.80 0.42% 45,362.10 Real Estate United States
US50212V1008 LPL Financial Holdings Inc 1,019 $384,478.89 0.40% $384,478.89 0.40% 30,198.76 Financials United States
US23804L1035 Datadog Inc 2,329 $379,184.49 0.39% $379,184.49 0.39% 56,757.03 Information Technology United States
US8334451098 Snowflake Inc 1,366 $375,486.08 0.39% $375,486.08 0.39% 93,129.34 Information Technology United States
US8716071076 Synopsys Inc 792 $359,425.44 0.37% $359,425.44 0.37% 84,296.46 Information Technology United States
US38141G1040 Goldman Sachs Group Inc 427 $337,060.99 0.35% $337,060.99 0.35% 243,757.46 Financials United States
US81762P1021 ServiceNow Inc 366 $336,456.48 0.35% $336,456.48 0.35% 191,210.24 Information Technology United States
US92826C8394 Visa Inc 899 $306,325.26 0.32% $306,325.26 0.32% 654,220.80 Financials United States
US22160N1090 CoStar Group Inc 4,092 $281,570.52 0.29% $281,570.52 0.29% 29,163.25 Real Estate United States
US0494681010 Atlassian Corp 1,565 $265,142.30 0.27% $265,142.30 0.27% 44,554.07 Information Technology United States
IE00BKVD2N49 Seagate Technology Holdings PLC 988 $252,809.44 0.26% $252,809.44 0.26% 54,758.32 Information Technology United States
US00846U1016 Agilent Technologies Inc 1,704 $249,397.44 0.26% $249,397.44 0.26% 41,506.82 Health Care United States
US2315611010 Curtiss-Wright Corp 414 $246,632.22 0.25% $246,632.22 0.25% 22,445.98 Industrials United States
US61174X1090 Monster Beverage Corp 3,561 $237,981.63 0.24% $237,981.63 0.24% 65,254.69 Consumer Staples United States
US9224751084 Veeva Systems Inc 756 $220,147.20 0.23% $220,147.20 0.23% 47,730.02 Health Care United States
US89400J1079 TransUnion 2,678 $217,400.04 0.22% $217,400.04 0.22% 15,765.16 Industrials United States
US92345Y1064 Verisk Analytics Inc 929 $203,228.04 0.21% $203,228.04 0.21% 30,489.14 Industrials United States
US2521311074 Dexcom Inc 2,534 $147,529.48 0.15% $147,529.48 0.15% 22,706.75 Health Care United States
- GBP/USD FWD 20251126 BBHH-BOS 91,995 $120,861.42 0.12% $120,854.25 0.12% - Unclassified United States
US3168411052 Figma Inc 19 $946.96 0.00% $946.96 0.00% 24,295.06 Information Technology United States
- USD/GBP FWD 20251126 BBHH-BOS -122,215 $-122,215.24 -0.13% $-122,215.24 -0.13% - Unclassified United States
- USD/EUR FWD 20251126 BBHH-BOS -764,153 $-764,152.70 -0.79% $-764,152.70 -0.79% - Unclassified United States
- Cash - 381,967.71 0.39% 382,001.58 0.39% - - -
- Other - -8,307.24 -0.01% -8,341.12 -0.01% - - Other

*Short positions, unlike long positions, lose value if the underlying asset gains value.

Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ.
Other. Other consists of: (i) currency derivatives and/or (ii) any derivative offsets.
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