Full & Historical Holdings

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Based on Market Value Based on Equivalent Exposure
CUSIP/SEDOL Ticker Securities
(on 04-30-26)
Shares or Par Amount Value Percent of Net Assets Value Percent of Net Assets Market Cap ($mm) Sectors

The sectors described and the associated portfolio composition are based on MFS' own sector classification methodology which differs from industry classification standards, including the standard that is associated with the benchmark composition presented. The variance in sector weights between the portfolio and the benchmark would be different if an industry classification standard was used.  

Country
87403910 TSM US Taiwan Semiconductor Manufacturing Co Ltd ADR 58,111 $23,015,442.66 4.07% - - 2,054,204.80 Information Technology Taiwan
80687P10 SBGSY US Schneider Electric SE ADR 316,272 $19,947,275.04 3.53% - - 181,995.58 Industrials France
G5495010 LIN US Linde PLC 36,360 $18,221,450.40 3.22% - - 232,369.10 Materials United States
43357850 HTHIY US Hitachi Ltd ADR 557,091 $17,711,692.99 3.12% - - 145,027.08 Industrials Japan
63905720 NWG US NatWest Group PLC ADR 1,096,658 $18,110,772.78 3.08% - - 65,446.12 Financials United Kingdom
66987V10 NVS US Novartis AG ADR 115,656 $17,099,739.60 3.02% - - 300,848.06 Health Care Switzerland
06738E20 BCS US Barclays PLC ADR 686,915 $16,080,680.15 2.84% - - 81,156.62 Financials United Kingdom
H4209710 UBS US UBS Group AG 365,111 $16,028,372.90 2.83% - - 146,695.44 Financials Switzerland
F9212410 TTE US TotalEnergies SE 158,493 $14,693,886.03 2.60% - - 211,734.53 Energy France
63627440 NGG US National Grid PLC ADR 159,571 $14,287,987.34 2.53% - - 89,064.13 Utilities United Kingdom
05565A20 BNPQY US BNP Paribas SA ADR 264,967 $13,908,117.83 2.46% - - 115,966.17 Financials France
89116050 TD US Toronto-Dominion Bank 116,574 $12,555,019.80 2.22% - - 181,958.72 Financials Canada
60677620 MIELY US Mitsubishi Electric Corp ADR 155,814 $12,518,096.76 2.21% - - 84,887.31 Industrials Japan
37827X10 GLNCY US Glencore PLC ADR 792,302 $12,233,142.88 2.16% - - 90,596.94 Materials United Kingdom
60687Y10 MFG US Mizuho Financial Group Inc ADR 1,419,005 $12,203,443.00 2.16% - - 106,217.40 Financials Japan
26874R10 E US Eni SpA ADR 209,483 $11,863,022.29 2.10% - - 85,737.32 Energy Italy
54211Y10 LSEGY US London Stock Exchange Group PLC ADR 361,735 $11,909,526.11 2.08% - - 64,412.30 Financials United Kingdom
77119510 RHHBY US Roche Holding AG ADR 230,809 $11,743,561.92 2.08% - - 323,848.20 Health Care Switzerland
G0593M10 AZN US AstraZeneca PLC 61,306 $11,486,905.22 2.03% - - 290,607.27 Health Care United Kingdom
11044810 BTI US British American Tobacco PLC ADR 195,341 $11,647,663.86 2.03% - - 129,577.85 Consumer Staples United Kingdom
76720410 RIO US Rio Tinto PLC ADR 112,831 $11,337,258.88 2.00% - - 163,330.44 Materials United Kingdom
40415F10 HDB US HDFC Bank Ltd ADR 428,873 $10,897,662.93 1.93% - - 130,396.94 Financials India
48667L10 KDDIY US KDDI Corp ADR 624,747 $10,233,355.86 1.81% - - 68,596.95 Communication Services Japan
05946K10 BBVA US Banco Bilbao Vizcaya Argentaria SA ADR 446,363 $9,873,549.56 1.75% - - 125,892.88 Financials Spain
02263T10 AMADY US Amadeus IT Group SA ADR 171,636 $9,855,339.12 1.74% - - 25,867.65 Consumer Discretionary Spain
50244130 LVMUY US LVMH Moet Hennessy Louis Vuitton SE ADR 90,098 $9,666,906.66 1.69% - - 263,360.25 Consumer Discretionary France
35959030 FJTSY US Fujitsu Ltd ADR 474,453 $9,499,004.79 1.68% - - 35,448.66 Information Technology Japan
45683710 ING US ING Groep NV ADR 319,076 $9,429,437.35 1.63% - - 84,485.71 Financials Netherlands
20431910 CFRUY US Cie Financiere Richemont SA ADR 434,293 $8,264,595.79 1.46% - - 102,301.87 Consumer Discretionary Switzerland
00131720 AAGIY US AIA Group Ltd ADR 186,657 $8,259,572.25 1.46% - - 116,248.06 Financials Hong Kong
23381B10 DKILY US Daikin Industries Ltd ADR 581,014 $8,289,574.08 1.46% - - 41,622.18 Industrials Japan
87155N10 SYIEY US Symrise AG ADR 354,206 $7,803,158.18 1.38% - - 12,316.71 Materials Germany
88911010 TOELY US Tokyo Electron Ltd ADR 50,915 $7,652,524.50 1.35% - - 140,690.64 Information Technology Japan
40555210 HLN US Haleon PLC ADR 786,786 $7,367,779.97 1.29% - - 41,148.53 Health Care United Kingdom
04925570 ATLKY US Atlas Copco AB ADR 369,671 $7,256,024.45 1.27% - - 65,304.86 Industrials Sweden
87873R10 TTNDY US Techtronic Industries Co Ltd ADR 98,050 $7,096,368.75 1.25% - - 26,485.78 Industrials Hong Kong
83569930 SONY US Sony Corp ADR 350,205 $7,035,618.45 1.24% - - 123,549.69 Consumer Discretionary Japan
82455110 SHECY US Shin-Etsu Chemical Co Ltd ADR 287,723 $6,657,910.22 1.18% - - 91,865.61 Materials Japan
71426430 PRNDY US Pernod Ricard SA ADR 444,737 $6,617,686.56 1.17% - - 18,768.83 Consumer Staples France
52467110 LGRDY US Legrand SA ADR 180,515 $6,448,898.38 1.14% - - 46,843.64 Industrials France
05946030 BBD US Banco Bradesco SA ADR 1,536,360 $6,163,371.96 1.05% - - 41,038.81 Financials Brazil
59410T10 MGDDY US Cie Generale des Etablissements Michelin SCA ADR 310,855 $5,669,995.20 1.00% - - 25,083.56 Consumer Discretionary France
78064120 KKPNY US Koninklijke KPN NV ADR 968,684 $5,222,823.84 0.91% - - 20,304.70 Communication Services Netherlands
62473G10 MTUAY US MTU Aero Engines AG ADR 28,779 $4,910,560.77 0.87% - - 18,397.04 Industrials Germany
23381D10 DSNKY US Daiichi Sankyo Co Ltd ADR 293,994 $4,853,205.45 0.85% - - 31,086.29 Health Care Japan
78351320 RYAAY US Ryanair Holdings PLC ADR 81,168 $4,435,831.20 0.78% - - 28,525.44 Industrials Ireland
01019950 AKZOY US Akzo Nobel NV ADR 214,877 $4,341,482.76 0.74% - - 10,034.21 Materials Netherlands
26878010 EONGY US E.ON SE ADR 178,201 $4,036,367.27 0.70% - - 58,875.00 Utilities Germany
G4253H10 JHX US James Hardie Industries PLC 178,759 $3,752,151.41 0.66% - - 12,242.21 Materials Australia
45857P80 IHG US Intercontinental Hotels Group PLC ADR 25,440 $3,691,290.52 0.65% - - 21,818.68 Consumer Discretionary United Kingdom
07724U10 BDRFY US Beiersdorf AG ADR 212,853 $3,550,845.09 0.62% - - 20,189.65 Consumer Staples Germany
12637N20 CSLLY US CSL Ltd ADR 156,547 $3,630,758.96 0.62% - - 43,736.95 Health Care Australia
18946Q10 CLPHY US CLP Holdings Ltd ADR 359,815 $3,468,616.60 0.61% - - 24,354.98 Utilities Hong Kong
25461D10 DSCSY US Disco Corp ADR 71,860 $3,457,184.60 0.61% - - 52,188.78 Information Technology Japan
97787420 WTKWY US Wolters Kluwer NV ADR 42,761 $3,356,310.89 0.59% - - 18,250.19 Industrials Netherlands
G0403H10 AON US Aon PLC 10,692 $3,332,154.15 0.59% - - 66,848.93 Financials United States
N7248215 QGEN US QIAGEN NV 92,977 $3,215,153.60 0.57% - - 7,126.07 Health Care Germany
89233130 TM US Toyota Motor Corp ADR 15,705 $3,137,038.06 0.53% - - 304,243.06 Consumer Discretionary Japan
81783H10 SVNDY US Seven & i Holdings Co Ltd ADR 248,280 $2,968,187.40 0.52% - - 31,137.47 Consumer Staples Japan
88321920 THLLY US Thales SA ADR 54,432 $2,954,568.96 0.52% - - 55,892.64 Industrials France
01882010 ALIZY US Allianz SE ADR 60,906 $2,771,832.06 0.49% - - 173,128.64 Financials Germany
82674R10 SXYAY US Sika AG ADR 139,606 $2,575,870.31 0.46% - - 29,610.04 Materials Switzerland
86959X10 SZKMY US Suzuki Motor Corp ADR 51,240 $2,278,130.40 0.40% - - 21,836.38 Consumer Discretionary Japan
65444530 NTDOY US Nintendo Co Ltd ADR 142,108 $1,793,848.17 0.31% - - 62,663.82 Communication Services Japan
46432F84 IEFA US iShares Core MSCI EAFE ETF ETF 13,829 $1,320,669.50 0.23% - - 179,902.90 ETFs United States
19767A57 CTRZX Columbia Multi-Manager Total Return Bond Strategies Fund 0 $0.01 0.00% - - 12,874.96 Mutual Funds United States
CASH_USD CASH_USD Cash & Cash Equivalents - $10,386,429.05 1.84% - - - - -
CASH_DERV - Other - $0.03 0.00% - - - - Other

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

The information presented is for a representative account and for illustrative purposes only. Actual account holdings will vary depending on the size of an account, cash flows within an account, and restrictions on an account. Portfolio holdings are subject to change daily. Under no circumstances does the information contained within represent a recommendation to buy, hold, or sell securities, and it should not be assumed that the securities transactions or holdings presented were or will prove to be profitable. Managed account programs are available exclusively through a financial advisor. Managed account programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for all investors. For more information about this product, please contact your financial advisor.
This website is a general communication and is provided for informational and/or educational purposes only. None of the content should be viewed as a suggestion that you take or refrain from taking any action nor as a recommendation for any specific investment product, strategy, plan feature or other such purpose. Your use of this website indicates that you agree with the intended purpose. Prior to making any investment or financial decision, you should seek individualized advice from a personal financial, tax, and other professionals who are able to provide advice in the context of your particular financial situation.

MFS SMAs available through MFS Institutional Advisors, Inc., 111 Huntington Avenue, Boston, MA 02199.

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