Full & Historical Holdings

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Based on Market Value Based on Equivalent Exposure
CUSIP/SEDOL Ticker Securities
(on 06-30-26)
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 57,406 $27,450,131.04 4.72% - - 2,476,904.39 Information Technology Taiwan
80687P10 SBGSY US Schneider Electric SE ADR 312,380 $20,360,928.40 3.50% - - 188,084.22 Industrials France
G5495010 LIN US Linde PLC 35,874 $18,616,453.56 3.20% - - 240,061.64 Materials United States
66987V10 NVS US Novartis AG ADR 114,613 $17,962,149.36 3.09% - - 318,896.91 Health Care Switzerland
63905720 NWG US NatWest Group PLC ADR 992,221 $17,492,856.23 3.01% - - 70,264.37 Financials United Kingdom
H4209710 UBS US UBS Group AG 331,483 $16,428,297.48 2.83% - - 162,448.03 Financials Switzerland
G0593M10 AZN US AstraZeneca PLC 85,676 $16,245,883.12 2.80% - - 294,102.48 Health Care United Kingdom
06738E20 BCS US Barclays PLC ADR 572,375 $15,373,992.50 2.65% - - 92,243.96 Financials United Kingdom
05565A20 BNPQY US BNP Paribas SA ADR 261,911 $15,261,553.97 2.63% - - 128,735.93 Financials France
43357850 HTHIY US Hitachi Ltd ADR 551,355 $15,244,965.75 2.62% - - 126,578.24 Industrials Japan
60687Y10 MFG US Mizuho Financial Group Inc ADR 1,400,680 $13,418,514.40 2.31% - - 117,011.65 Financials Japan
63627440 NGG US National Grid PLC ADR 157,604 $13,060,643.48 2.25% - - 82,467.43 Utilities United Kingdom
88911010 TOELY US Tokyo Electron Ltd ADR 50,223 $12,204,691.23 2.10% - - 227,473.28 Information Technology Japan
F9212410 TTE US TotalEnergies SE 156,681 $12,312,893.87 2.10% - - 177,421.62 Energy France
11044810 BTI US British American Tobacco PLC ADR 193,099 $11,925,794.24 2.05% - - 136,100.82 Consumer Staples United Kingdom
77119510 RHHBY US Roche Holding AG ADR 228,107 $11,713,294.45 2.02% - - 326,839.72 Health Care Switzerland
60677620 MIELY US Mitsubishi Electric Corp ADR 154,055 $11,269,123.25 1.94% - - 77,290.35 Industrials Japan
05946K10 BBVA US Banco Bilbao Vizcaya Argentaria SA ADR 441,110 $11,054,216.60 1.90% - - 141,188.18 Financials Spain
40415F10 HDB US HDFC Bank Ltd ADR 427,617 $11,195,716.45 1.90% - - 132,600.97 Financials India
89116050 TD US Toronto-Dominion Bank 89,385 $10,854,020.55 1.87% - - 205,155.50 Financials Canada
37827X10 GLNCY US Glencore PLC ADR 781,879 $10,641,373.19 1.83% - - 79,859.09 Materials United Kingdom
76720410 RIO US Rio Tinto PLC ADR 111,440 $10,578,999.20 1.82% - - 154,308.90 Materials United Kingdom
48667L10 KDDIY US KDDI Corp ADR 622,786 $10,487,716.24 1.80% - - 67,485.47 Communication Services Japan
45683710 ING US ING Groep NV ADR 318,269 $9,987,281.22 1.72% - - 91,640.56 Financials Netherlands
20431910 CFRUY US Cie Financiere Richemont SA ADR 430,392 $9,946,359.12 1.71% - - 124,235.22 Consumer Discretionary Switzerland
50244130 LVMUY US LVMH Moet Hennessy Louis Vuitton SE ADR 89,459 $9,894,165.40 1.70% - - 274,504.22 Consumer Discretionary France
26874R10 E US Eni SpA ADR 207,028 $9,701,332.08 1.67% - - 70,945.62 Energy Italy
54211Y10 LSEGY US London Stock Exchange Group PLC ADR 357,830 $9,682,879.80 1.67% - - 52,854.50 Financials United Kingdom
40555210 HLN US Haleon PLC ADR 954,763 $8,907,938.79 1.53% - - 41,549.33 Health Care United Kingdom
87155N10 SYIEY US Symrise AG ADR 351,438 $8,796,493.14 1.51% - - 13,993.98 Materials Germany
23381B10 DKILY US Daikin Industries Ltd ADR 573,694 $8,819,517.25 1.50% - - 44,670.57 Industrials Japan
00131720 AAGIY US AIA Group Ltd ADR 221,081 $8,089,353.79 1.39% - - 94,645.93 Financials Hong Kong
87873R10 TTNDY US Techtronic Industries Co Ltd ADR 96,860 $8,158,266.37 1.39% - - 30,502.50 Industrials Hong Kong
04925570 ATLKY US Atlas Copco AB ADR 365,890 $7,460,497.10 1.28% - - 68,460.98 Industrials Sweden
01882010 ALIZY US Allianz SE ADR 153,980 $7,255,537.60 1.25% - - 179,253.39 Financials Germany
83569930 SONY US Sony Corp ADR 348,647 $6,993,858.82 1.20% - - 119,664.25 Consumer Discretionary Japan
71426430 PRNDY US Pernod Ricard SA ADR 443,906 $6,445,515.12 1.11% - - 18,314.74 Consumer Staples France
35959030 FJTSY US Fujitsu Ltd ADR 320,655 $6,381,359.64 1.10% - - 35,218.24 Information Technology Japan
82455110 SHECY US Shin-Etsu Chemical Co Ltd ADR 283,869 $6,179,404.71 1.06% - - 86,029.72 Materials Japan
52467110 LGRDY US Legrand SA ADR 178,517 $6,032,089.43 1.04% - - 44,306.41 Industrials France
59410T10 MGDDY US Cie Generale des Etablissements Michelin SCA ADR 307,664 $5,925,608.64 1.02% - - 26,486.26 Consumer Discretionary France
62473G10 MTUAY US MTU Aero Engines AG ADR 28,302 $5,897,004.72 1.01% - - 22,465.03 Industrials Germany
25461D10 DSCSY US Disco Corp ADR 106,579 $5,591,553.84 0.96% - - 56,812.93 Information Technology Japan
02263T10 AMADY US Amadeus IT Group SA ADR 92,687 $5,348,039.90 0.92% - - 25,993.79 Consumer Discretionary Spain
78351320 RYAAY US Ryanair Holdings PLC ADR 80,398 $5,205,770.50 0.90% - - 14,677.47 Industrials Ireland
75972B10 RNECY US Renesas Electronics Corp ADR 330,527 $5,076,894.72 0.87% - - 57,465.29 Information Technology Japan
01019950 AKZOY US Akzo Nobel NV ADR 214,507 $4,900,246.31 0.83% - - 11,599.65 Materials Netherlands
78064120 KKPNY US Koninklijke KPN NV ADR 955,951 $4,779,755.00 0.82% - - 19,137.33 Communication Services Netherlands
L8681T10 SPOT US Spotify Technology SA 10,380 $4,765,769.40 0.82% - - 94,503.88 Communication Services Sweden
23381D10 DSNKY US Daiichi Sankyo Co Ltd ADR 291,850 $4,747,978.41 0.81% - - 30,122.98 Health Care Japan
G4253H10 JHX US James Hardie Industries PLC 179,141 $4,689,911.38 0.81% - - 15,193.22 Materials Australia
45857P80 IHG US Intercontinental Hotels Group PLC ADR 25,102 $4,345,658.24 0.75% - - 26,252.78 Consumer Discretionary United Kingdom
07724U10 BDRFY US Beiersdorf AG ADR 212,531 $3,678,911.61 0.63% - - 18,749.35 Consumer Staples Germany
N7248215 QGEN US QIAGEN NV 92,708 $3,624,892.99 0.62% - - 8,064.38 Health Care Germany
26878010 EONGY US E.ON SE ADR 175,849 $3,601,387.52 0.62% - - 54,094.21 Utilities Germany
05946030 BBD US Banco Bradesco SA ADR 1,024,410 $3,680,764.12 0.61% - - 36,680.37 Financials Brazil
G0403H10 AON US Aon PLC 10,688 $3,545,102.72 0.61% - - 70,848.98 Financials United States
18946Q10 CLPHY US CLP Holdings Ltd ADR 355,134 $3,341,810.94 0.58% - - 23,773.90 Utilities Hong Kong
81783H10 SVNDY US Seven & i Holdings Co Ltd ADR 246,956 $2,961,002.44 0.51% - - 31,228.63 Consumer Staples Japan
82674R10 SXYAY US Sika AG ADR 140,064 $2,879,715.84 0.50% - - 32,994.54 Materials Switzerland
88321920 THLLY US Thales SA ADR 53,840 $2,776,528.80 0.48% - - 53,102.12 Industrials France
97787420 WTKWY US Wolters Kluwer NV ADR 42,650 $2,759,881.50 0.48% - - 15,046.12 Industrials Netherlands
25154210 DBOEY US Deutsche Boerse AG ADR 96,243 $2,612,997.45 0.45% - - 50,580.45 Financials Germany
86959X10 SZKMY US Suzuki Motor Corp ADR 50,776 $2,479,276.95 0.42% - - 23,776.41 Consumer Discretionary Japan
G6683N10 NU US NU Holdings Ltd/Cayman Islands 128,219 $1,713,005.84 0.29% - - 64,952.86 Financials Brazil
65444530 NTDOY US Nintendo Co Ltd ADR 141,931 $1,551,830.69 0.26% - - 53,961.94 Communication Services Japan
46432F84 IEFA US iShares Core MSCI EAFE ETF ETF 5,142 $496,820.04 0.09% - - 186,573.22 ETFs United States
92290872 VTSAX Vanguard Total Stock Market Index Fund 926 $166,796.59 0.03% - - 0.00 Mutual Funds United States
19767A57 CTRZX Columbia Multi-Manager Total Return Bond Strategies Fund 0 $0.01 0.00% - - 12,181.93 Mutual Funds United States
CASH_USD CASH_USD Cash & Cash Equivalents - $8,839,677.78 1.52% - - - - -

*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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