Full & Historical Holdings
New Discovery Value Portfolio
View Historical Holdings by Month
| Based on Market Value | Based on Equivalent Exposure | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| CUSIP/SEDOL | Ticker |
Securities
(on 04-30-25)
|
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 | |
| 73650884 | POR US | Portland General Electric Co | 14,931 | $628,893.72 | 1.44% | $628,893.72 | 1.44% | 4,612.74 | Utilities | United States | |
| 41086710 | THG US | Hanover Insurance Group Inc | 3,740 | $621,214.00 | 1.42% | $621,214.00 | 1.42% | 5,986.15 | Financials | United States | |
| G6564A10 | NOMD US | Nomad Foods Ltd | 30,834 | $616,371.66 | 1.41% | $616,371.66 | 1.41% | 3,120.26 | Consumer Staples | United Kingdom | |
| 66807430 | NWE US | Northwestern Energy Group Inc | 10,242 | $596,391.66 | 1.36% | $596,391.66 | 1.36% | 3,571.37 | Utilities | United States | |
| 74360610 | PB US | Prosperity Bancshares Inc | 8,613 | $584,822.70 | 1.34% | $584,822.70 | 1.34% | 6,468.34 | Financials | United States | |
| 00912X30 | AL US | Air Lease Corp | 12,302 | $575,241.52 | 1.31% | $575,241.52 | 1.31% | 5,225.86 | Industrials | United States | |
| 74112D10 | PBH US | Prestige Brands Holdings Inc | 7,070 | $574,296.10 | 1.31% | $574,296.10 | 1.31% | 4,027.06 | Health Care | United States | |
| 73317470 | BPOP US | Popular Inc | 6,001 | $572,615.42 | 1.31% | $572,615.42 | 1.31% | 6,616.33 | Financials | United States | |
| 69478X10 | PPBI US | Pacific Premier Bancorp Inc | 27,172 | $552,678.48 | 1.26% | $552,678.48 | 1.26% | 1,974.64 | Financials | United States | |
| 29670E10 | EPRT US | Essential Properties Realty Trust Inc REIT | 16,891 | $543,383.47 | 1.24% | $543,383.47 | 1.24% | 6,353.97 | Real Estate | United States | |
| 72651A20 | PAGP US | Plains GP Holdings LP | 29,041 | $541,324.24 | 1.24% | $541,324.24 | 1.24% | 3,685.94 | Energy | United States | |
| 32051X10 | FHB US | First Hawaiian Inc | 22,548 | $515,447.28 | 1.18% | $515,447.28 | 1.18% | 2,890.03 | Financials | United States | |
| 78442P10 | SLM US | SLM Corp | 17,718 | $512,227.38 | 1.17% | $512,227.38 | 1.17% | 6,092.46 | Financials | United States | |
| 41012010 | HWC US | Hancock Whitney Corp | 9,435 | $491,469.15 | 1.12% | $491,469.15 | 1.12% | 4,486.40 | Financials | United States | |
| 82704810 | SLGN US | Silgan Holdings Inc | 9,242 | $477,349.30 | 1.09% | $477,349.30 | 1.09% | 5,526.20 | Materials | United States | |
| 68404L20 | OPCH US | Option Care Health Inc | 14,659 | $473,632.29 | 1.08% | $473,632.29 | 1.08% | 5,371.89 | Health Care | United States | |
| 45378A10 | IRT US | Independence Realty Trust Inc REIT | 24,340 | $472,926.20 | 1.08% | $472,926.20 | 1.08% | 4,490.60 | Real Estate | United States | |
| 14915010 | CATY US | Cathay General Bancorp | 11,199 | $466,886.31 | 1.07% | $466,886.31 | 1.07% | 2,919.76 | Financials | United States | |
| 38868910 | GPK US | Graphic Packaging Holding Co | 18,430 | $466,463.30 | 1.07% | $466,463.30 | 1.07% | 7,637.40 | Materials | United States | |
| G0692U10 | AXS US | Axis Capital Holdings Ltd | 4,820 | $464,262.40 | 1.06% | $464,262.40 | 1.06% | 7,993.02 | Financials | United States | |
| 20603L10 | CON US | Concentra Group Holdings Parent Inc | 21,341 | $464,166.75 | 1.06% | $464,166.75 | 1.06% | 2,787.74 | Health Care | United States | |
| 63001N10 | NATL US | NCR Atleos Corp | 16,615 | $463,890.80 | 1.06% | $463,890.80 | 1.06% | 2,049.11 | Financials | United States | |
| 68235P10 | OGS US | ONE Gas Inc | 5,868 | $460,696.68 | 1.05% | $460,696.68 | 1.05% | 4,705.03 | Utilities | United States | |
| 32055Y20 | FIBK US | First Interstate BancSystem Inc | 17,318 | $453,645.01 | 1.04% | $453,645.01 | 1.04% | 2,748.12 | Financials | United States | |
| 19723610 | COLB US | Columbia Banking System Inc | 20,174 | $452,301.08 | 1.03% | $452,301.08 | 1.03% | 4,710.71 | Financials | United States | |
| 03674X10 | AR US | Antero Resources Corp | 12,795 | $445,649.85 | 1.02% | $445,649.85 | 1.02% | 10,837.88 | Energy | United States | |
| 90984P30 | UCB US | United Community Banks Inc/GA | 16,105 | $444,659.05 | 1.02% | $444,659.05 | 1.02% | 3,299.78 | Financials | United States | |
| 04956D10 | ATMU US | Atmus Filtration Technologies Inc | 12,660 | $438,922.20 | 1.00% | $438,922.20 | 1.00% | 2,872.96 | Industrials | United States | |
| 90268110 | UGI US | UGI Corp | 13,289 | $435,746.31 | 1.00% | $435,746.31 | 1.00% | 7,043.72 | Utilities | United States | |
| 92888110 | VNT US | Vontier Corp | 13,662 | $434,588.22 | 0.99% | $434,588.22 | 0.99% | 4,749.23 | Information Technology | United States | |
| 71844V20 | PECO US | Phillips Edison & Co Inc REIT | 12,328 | $427,781.60 | 0.98% | $427,781.60 | 0.98% | 4,351.62 | Real Estate | United States | |
| 27579R10 | EWBC US | East West Bancorp Inc | 4,926 | $421,419.30 | 0.96% | $421,419.30 | 0.96% | 11,788.96 | Financials | United States | |
| 38526M10 | LOPE US | Grand Canyon Education Inc | 2,354 | $419,882.98 | 0.96% | $419,882.98 | 0.96% | 5,147.40 | Consumer Discretionary | United States | |
| 64602510 | NJR US | New Jersey Resources Corp | 8,506 | $416,283.64 | 0.95% | $416,283.64 | 0.95% | 4,908.16 | Utilities | United States | |
| 00449810 | ACIW US | ACI Worldwide Inc | 7,769 | $414,553.84 | 0.95% | $414,553.84 | 0.95% | 5,616.41 | Information Technology | United States | |
| B7FNMQ | EFN CN | Element Fleet Management Corp | 18,874 | $413,322.25 | 0.94% | $413,322.25 | 0.94% | 8,858.20 | Industrials | Canada | |
| 09211310 | BKH US | Black Hills Corp | 6,689 | $407,360.10 | 0.93% | $407,360.10 | 0.93% | 4,390.07 | Utilities | United States | |
| 01234810 | AIN US | Albany International Corp | 6,167 | $405,541.92 | 0.93% | $405,541.92 | 0.93% | 2,012.27 | Industrials | United States | |
| 92795910 | VNOM US | Viper Energy Inc | 10,049 | $405,276.17 | 0.93% | $405,276.17 | 0.93% | 5,296.26 | Energy | United States | |
| 91290910 | X US | United States Steel Corp | 9,112 | $398,285.52 | 0.91% | $398,285.52 | 0.91% | 9,896.18 | Materials | United States | |
| 83192D40 | SMA US | Smartstop Self Storage REIT Inc | 11,133 | $391,213.62 | 0.89% | $391,213.62 | 0.89% | 3,374.74 | Real Estate | United States | |
| 88224Q10 | TCBI US | Texas Capital Bancshares Inc | 5,739 | $391,112.85 | 0.89% | $391,112.85 | 0.89% | 3,136.60 | Financials | United States | |
| 42129810 | HAYW US | Hayward Holdings Inc | 29,249 | $389,889.17 | 0.89% | $389,889.17 | 0.89% | 2,881.81 | Industrials | United States | |
| 27627N10 | EBC US | Eastern Bankshares Inc | 26,067 | $388,919.64 | 0.89% | $388,919.64 | 0.89% | 3,157.07 | Financials | United States | |
| 28618M10 | ESI US | Element Solutions Inc | 18,855 | $384,830.55 | 0.88% | $384,830.55 | 0.88% | 4,949.51 | Materials | United States | |
| 90278810 | UMBF US | UMB Financial Corp | 4,065 | $384,427.05 | 0.88% | $384,427.05 | 0.88% | 7,179.47 | Financials | United States | |
| 81630010 | SIGI US | Selective Insurance Group Inc | 4,306 | $375,612.38 | 0.86% | $375,612.38 | 0.86% | 5,301.35 | Financials | United States | |
| 35086T10 | FCPT US | Four Corners Property Trust Inc REIT | 13,429 | $375,340.55 | 0.86% | $375,340.55 | 0.86% | 2,794.22 | Real Estate | United States | |
| 22279550 | CUZ US | Cousins Properties Inc REIT | 13,511 | $372,092.94 | 0.85% | $372,092.94 | 0.85% | 4,624.24 | Real Estate | United States | |
| 11120U10 | BRX US | Brixmor Property Group Inc REIT | 14,931 | $371,931.21 | 0.85% | $371,931.21 | 0.85% | 7,623.96 | Real Estate | United States | |
| 83056610 | SKX US | Skechers U.S.A. Inc | 7,553 | $362,695.06 | 0.83% | $362,695.06 | 0.83% | 7,166.17 | Consumer Discretionary | United States | |
| 45765U10 | NSIT US | Insight Enterprises Inc | 2,621 | $362,431.88 | 0.83% | $362,431.88 | 0.83% | 4,412.56 | Information Technology | United States | |
| 23582520 | DAN US | Dana Inc | 26,322 | $361,664.28 | 0.83% | $361,664.28 | 0.83% | 2,002.28 | Consumer Discretionary | United States | |
| 89628810 | TNET US | TriNet Group Inc | 4,571 | $358,046.43 | 0.82% | $358,046.43 | 0.82% | 3,791.11 | Industrials | United States | |
| 42829110 | HXL US | Hexcel Corp | 7,363 | $356,884.61 | 0.81% | $356,884.61 | 0.81% | 3,897.54 | Industrials | United States | |
| G8711010 | FTI US | TechnipFMC PLC | 12,629 | $355,758.93 | 0.81% | $355,758.93 | 0.81% | 11,809.70 | Energy | United States | |
| 04418610 | ASH US | Ashland Inc | 6,509 | $354,024.51 | 0.81% | $354,024.51 | 0.81% | 2,566.28 | Materials | United States | |
| 82900L10 | SMPL US | Simply Good Foods Co | 9,790 | $353,516.90 | 0.81% | $353,516.90 | 0.81% | 3,648.92 | Consumer Staples | United States | |
| 12660010 | CVBF US | CVB Financial Corp | 18,971 | $351,722.34 | 0.80% | $351,722.34 | 0.80% | 2,578.76 | Financials | United States | |
| 29605J10 | ESAB US | Esab Corp | 2,898 | $348,107.76 | 0.79% | $348,107.76 | 0.79% | 7,281.95 | Industrials | United States | |
| 70932M10 | PFSI US | PennyMac Financial Services Inc | 3,570 | $347,860.80 | 0.79% | $347,860.80 | 0.79% | 5,034.10 | Financials | United States | |
| 69376K10 | PX US | P10 Inc | 31,023 | $343,424.61 | 0.78% | $343,424.61 | 0.78% | 1,229.61 | Financials | United States | |
| 88738910 | TKR US | Timken Co | 5,336 | $342,838.00 | 0.78% | $342,838.00 | 0.78% | 4,508.75 | Industrials | United States | |
| 76169C10 | REXR US | Rexford Industrial Realty Inc REIT | 10,351 | $342,618.10 | 0.78% | $342,618.10 | 0.78% | 7,834.27 | Real Estate | United States | |
| 46014610 | IP US | International Paper Co | 7,439 | $339,813.52 | 0.78% | $339,813.52 | 0.78% | 24,113.36 | Materials | United States | |
| 71424F10 | PR US | Permian Resources Corp | 28,773 | $339,521.40 | 0.78% | $339,521.40 | 0.78% | 8,379.14 | Energy | United States | |
| 50188920 | LKQ US | LKQ Corp | 8,845 | $337,967.45 | 0.77% | $337,967.45 | 0.77% | 9,869.64 | Consumer Discretionary | United States | |
| 97650W10 | WTFC US | Wintrust Financial Corp | 3,038 | $337,734.46 | 0.77% | $337,734.46 | 0.77% | 7,439.39 | Financials | United States | |
| 92839U20 | VC US | Visteon Corp | 4,263 | $337,586.97 | 0.77% | $337,586.97 | 0.77% | 2,161.89 | Consumer Discretionary | United States | |
| G4863A10 | IGT US | International Game Technology PLC | 20,581 | $337,528.40 | 0.77% | $337,528.40 | 0.77% | 3,313.32 | Consumer Discretionary | United States | |
| 34354P10 | FLS US | Flowserve Corp | 7,422 | $335,697.06 | 0.77% | $335,697.06 | 0.77% | 5,933.14 | Industrials | United States | |
| 53418710 | LNC US | Lincoln National Corp | 10,458 | $333,296.46 | 0.76% | $333,296.46 | 0.76% | 5,440.05 | Financials | United States | |
| 57648520 | MTDR US | Matador Resources Co | 8,324 | $329,130.96 | 0.75% | $329,130.96 | 0.75% | 4,950.52 | Energy | United States | |
| 41805610 | HAS US | Hasbro Inc | 5,281 | $326,893.90 | 0.75% | $326,893.90 | 0.75% | 8,659.39 | Consumer Discretionary | United States | |
| 48242W10 | KBR US | KBR Inc | 6,051 | $319,553.31 | 0.73% | $319,553.31 | 0.73% | 6,993.95 | Industrials | United States | |
| G6700G10 | NVT US | nVent Electric PLC | 5,745 | $315,457.95 | 0.72% | $315,457.95 | 0.72% | 9,061.36 | Industrials | United States | |
| 29415F10 | NVST US | Envista Holdings Corp | 19,526 | $313,978.08 | 0.72% | $313,978.08 | 0.72% | 2,768.98 | Health Care | United States | |
| 87305R10 | TTMI US | TTM Technologies Inc | 15,512 | $310,550.24 | 0.71% | $310,550.24 | 0.71% | 2,041.98 | Information Technology | United States | |
| 75875010 | RRX US | Regal Rexnord Corp | 2,923 | $309,370.32 | 0.71% | $309,370.32 | 0.71% | 7,020.45 | Industrials | United States | |
| 88602920 | THRY US | Thryv Holdings Inc | 22,151 | $303,468.70 | 0.69% | $303,468.70 | 0.69% | 599.12 | Communication Services | United States | |
| G0750C10 | AXTA US | Axalta Coating Systems Ltd | 9,111 | $296,107.50 | 0.68% | $296,107.50 | 0.68% | 7,103.22 | Materials | United States | |
| 05368V10 | AVNT US | Avient Corp | 8,866 | $295,326.46 | 0.67% | $295,326.46 | 0.67% | 3,048.95 | Materials | United States | |
| 91704F10 | UE US | Urban Edge Properties REIT | 15,921 | $287,692.47 | 0.66% | $287,692.47 | 0.66% | 2,272.27 | Real Estate | United States | |
| 90187B80 | TWO US | Two Harbors Investment Corp REIT | 23,765 | $282,090.55 | 0.64% | $282,090.55 | 0.64% | 1,234.78 | Financials | United States | |
| 89621520 | TRS US | TriMas Corp | 11,686 | $281,048.30 | 0.64% | $281,048.30 | 0.64% | 977.67 | Materials | United States | |
| 85423L10 | SARO US | Standardaero Inc | 10,398 | $280,953.96 | 0.64% | $280,953.96 | 0.64% | 9,037.16 | Industrials | United States | |
| N3144W10 | XPRO US | Expro Group Holdings NV | 33,642 | $278,219.34 | 0.64% | $278,219.34 | 0.64% | 961.76 | Energy | United States | |
| 48840110 | KMPR US | Kemper Corp | 4,664 | $275,735.68 | 0.63% | $275,735.68 | 0.63% | 3,785.04 | Financials | United States | |
| 29261A10 | EHC US | Encompass Health Corp | 2,308 | $270,012.92 | 0.62% | $270,012.92 | 0.62% | 11,812.14 | Health Care | United States | |
| 72913210 | PLXS US | Plexus Corp | 2,171 | $265,795.53 | 0.61% | $265,795.53 | 0.61% | 3,313.20 | Information Technology | United States | |
| 04911A10 | AUB US | Atlantic Union Bankshares Corp | 9,564 | $264,922.80 | 0.60% | $264,922.80 | 0.60% | 3,660.54 | Financials | United States | |
| 25960P10 | DEI US | Douglas Emmett Inc REIT | 18,331 | $253,517.73 | 0.58% | $253,517.73 | 0.58% | 2,315.78 | Real Estate | United States | |
| 70334310 | PATK US | Patrick Industries Inc | 3,254 | $250,492.92 | 0.57% | $250,492.92 | 0.57% | 2,583.99 | Consumer Discretionary | United States | |
| 05990K10 | BANC US | Banc of California Inc | 18,466 | $248,921.68 | 0.57% | $248,921.68 | 0.57% | 2,243.11 | Financials | United States | |
| 86037210 | STC US | Stewart Information Services Corp | 3,796 | $248,562.08 | 0.57% | $248,562.08 | 0.57% | 1,835.15 | Financials | United States | |
| 34637510 | FORM US | FormFactor Inc | 8,713 | $245,183.82 | 0.56% | $245,183.82 | 0.56% | 2,170.02 | Information Technology | United States | |
| 74731610 | KWR US | Quaker Chemical Corp | 2,309 | $244,615.46 | 0.56% | $244,615.46 | 0.56% | 1,872.38 | Materials | United States | |
| 90431120 | UA US | Under Armour Inc | 44,777 | $243,586.88 | 0.56% | $243,586.88 | 0.56% | 2,337.94 | Consumer Discretionary | United States | |
| 16308610 | CHEF US | Chefs' Warehouse Inc | 4,100 | $233,577.00 | 0.53% | $233,577.00 | 0.53% | 2,335.11 | Consumer Staples | United States | |
| 65122910 | NWL US | Newell Brands Inc | 47,962 | $229,258.36 | 0.52% | $229,258.36 | 0.52% | 1,996.49 | Consumer Discretionary | United States | |
| 88947810 | TOL US | Toll Brothers Inc | 2,249 | $226,856.63 | 0.52% | $226,856.63 | 0.52% | 10,083.77 | Consumer Discretionary | United States | |
| 42704L10 | HRI US | Herc Holdings Inc | 2,058 | $225,227.52 | 0.51% | $225,227.52 | 0.51% | 3,119.04 | Industrials | United States | |
| 63947X10 | NCNO US | nCino Inc | 9,533 | $221,165.60 | 0.50% | $221,165.60 | 0.50% | 2,701.64 | Information Technology | United States | |
| 16385110 | CC US | Chemours Co | 17,783 | $220,153.54 | 0.50% | $220,153.54 | 0.50% | 1,850.08 | Materials | United States | |
| G2717B10 | CWK US | Cushman & Wakefield PLC | 22,753 | $213,195.61 | 0.49% | $213,195.61 | 0.49% | 2,167.16 | Real Estate | United States | |
| 92343X10 | VRNT US | Verint Systems Inc | 12,013 | $211,909.32 | 0.48% | $211,909.32 | 0.48% | 1,096.12 | Information Technology | United States | |
| 11704310 | BC US | Brunswick Corp/DE | 4,568 | $210,356.40 | 0.48% | $210,356.40 | 0.48% | 3,038.70 | Consumer Discretionary | United States | |
| 65336K10 | NXST US | Nexstar Media Group Inc | 1,352 | $202,340.32 | 0.46% | $202,340.32 | 0.46% | 4,582.74 | Communication Services | United States | |
| 91809010 | UTZ US | Utz Brands Inc | 15,062 | $200,173.98 | 0.46% | $200,173.98 | 0.46% | 1,143.76 | Consumer Staples | United States | |
| 55269010 | MDU US | MDU Resources Group Inc | 11,666 | $199,955.24 | 0.46% | $199,955.24 | 0.46% | 3,502.24 | Utilities | United States | |
| 30042610 | ECG US | Everus Construction Group Inc | 4,799 | $193,111.76 | 0.44% | $193,111.76 | 0.44% | 2,052.21 | Industrials | United States | |
| 48592410 | KRMN US | Karman Holdings Inc | 5,383 | $192,442.25 | 0.44% | $192,442.25 | 0.44% | 4,725.26 | Industrials | United States | |
| 68622V10 | OGN US | Organon & Co | 14,111 | $182,455.23 | 0.42% | $182,455.23 | 0.42% | 3,361.23 | Health Care | United States | |
| 13508610 | GOOS US | Canada Goose Holdings Inc | 21,348 | $178,469.28 | 0.41% | $178,469.28 | 0.41% | 809.30 | Consumer Discretionary | Canada | |
| 74982T10 | RXO US | RXO Inc | 11,475 | $161,682.75 | 0.37% | $161,682.75 | 0.37% | 2,309.50 | Industrials | United States | |
| G4705A10 | ICLR US | ICON PLC | 1,056 | $159,920.64 | 0.37% | $159,920.64 | 0.37% | 12,229.84 | Health Care | United States | |
| 81764X10 | TTAN US | ServiceTitan Inc | 1,229 | $142,084.69 | 0.32% | $142,084.69 | 0.32% | 10,410.45 | Information Technology | United States | |
| 51654410 | LNTH US | Lantheus Holdings Inc | 1,268 | $132,303.12 | 0.30% | $132,303.12 | 0.30% | 7,145.24 | Health Care | United States | |
| 63787010 | NSA US | National Storage Affiliates Trust REIT | 3,445 | $128,154.00 | 0.29% | $128,154.00 | 0.29% | 2,843.79 | Real Estate | United States | |
| 07734730 | BELFB US | Bel Fuse Inc | 1,941 | $127,659.57 | 0.29% | $127,659.57 | 0.29% | 824.76 | Information Technology | United States | |
| 83207R10 | SDHC US | Smith Douglas Homes Corp | 6,545 | $127,300.25 | 0.29% | $127,300.25 | 0.29% | 174.88 | Consumer Discretionary | United States | |
| 29260V10 | DAVA US | Endava PLC ADR | 6,671 | $121,478.91 | 0.28% | $121,478.91 | 0.28% | 1,074.95 | Information Technology | United Kingdom | |
| 44812J10 | HUT US | Hut 8 Corp | 7,851 | $96,645.81 | 0.22% | $96,645.81 | 0.22% | 1,278.46 | Information Technology | United States | |
| 00217D10 | ASTS US | AST SpaceMobile Inc | 3,704 | $85,969.84 | 0.20% | $85,969.84 | 0.20% | 5,534.42 | Communication Services | United States | |
| 98981710 | ZUMZ US | Zumiez Inc | 3,194 | $37,369.80 | 0.09% | $37,369.80 | 0.09% | 228.94 | Consumer Discretionary | United States | |
| CASH | CASH | Cash & Cash Equivalents | - | $952,508.38 | 2.18% | $952,508.38 | 2.17% | - | - | - | |
*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.
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