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 05-31-25)
|
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 | |
| 00912X30 | AL US | Air Lease Corp | 11,233 | $647,133.13 | 1.44% | $647,133.13 | 1.44% | 6,438.44 | Industrials | United States | |
| 73650884 | POR US | Portland General Electric Co | 14,886 | $631,166.40 | 1.40% | $631,166.40 | 1.40% | 4,643.41 | Utilities | United States | |
| 73317470 | BPOP US | Popular Inc | 5,983 | $619,419.99 | 1.38% | $619,419.99 | 1.38% | 7,141.91 | Financials | United States | |
| 74112D10 | PBH US | Prestige Brands Holdings Inc | 7,048 | $603,802.16 | 1.34% | $603,802.16 | 1.34% | 4,241.44 | Health Care | United States | |
| 74360610 | PB US | Prosperity Bancshares Inc | 8,587 | $598,084.55 | 1.33% | $598,084.55 | 1.33% | 6,636.46 | Financials | United States | |
| 69478X10 | PPBI US | Pacific Premier Bancorp Inc | 27,089 | $574,286.80 | 1.28% | $574,286.80 | 1.28% | 2,057.86 | Financials | United States | |
| 78442P10 | SLM US | SLM Corp | 17,664 | $571,783.68 | 1.27% | $571,783.68 | 1.27% | 6,821.62 | Financials | United States | |
| 66807430 | NWE US | Northwestern Energy Group Inc | 10,211 | $564,974.63 | 1.26% | $564,974.63 | 1.26% | 3,396.14 | Utilities | United States | |
| 41086710 | THG US | Hanover Insurance Group Inc | 3,203 | $563,663.94 | 1.25% | $563,663.94 | 1.25% | 6,335.28 | Financials | United States | |
| 29670E10 | EPRT US | Essential Properties Realty Trust Inc REIT | 16,840 | $547,300.00 | 1.22% | $547,300.00 | 1.22% | 6,419.15 | Real Estate | United States | |
| G6564A10 | NOMD US | Nomad Foods Ltd | 30,740 | $537,950.00 | 1.20% | $537,950.00 | 1.20% | 2,731.59 | Consumer Staples | United Kingdom | |
| 32051X10 | FHB US | First Hawaiian Inc | 22,479 | $536,798.52 | 1.19% | $536,798.52 | 1.19% | 3,002.18 | Financials | United States | |
| 41012010 | HWC US | Hancock Whitney Corp | 9,406 | $514,226.02 | 1.14% | $514,226.02 | 1.14% | 4,703.42 | Financials | United States | |
| 72651A20 | PAGP US | Plains GP Holdings LP | 28,953 | $509,572.80 | 1.13% | $509,572.80 | 1.13% | 3,480.29 | Energy | United States | |
| 82704810 | SLGN US | Silgan Holdings Inc | 9,214 | $507,414.98 | 1.13% | $507,414.98 | 1.13% | 5,892.11 | Materials | United States | |
| 92888110 | VNT US | Vontier Corp | 13,620 | $486,915.00 | 1.08% | $486,915.00 | 1.08% | 5,301.72 | Information Technology | United States | |
| 14915010 | CATY US | Cathay General Bancorp | 11,165 | $478,476.08 | 1.06% | $478,476.08 | 1.06% | 3,004.58 | Financials | United States | |
| 90268110 | UGI US | UGI Corp | 13,249 | $477,758.94 | 1.06% | $477,758.94 | 1.06% | 7,732.75 | Utilities | United States | |
| 03674X10 | AR US | Antero Resources Corp | 12,756 | $477,712.20 | 1.06% | $477,712.20 | 1.06% | 11,668.82 | Energy | United States | |
| 68404L20 | OPCH US | Option Care Health Inc | 14,614 | $477,585.52 | 1.06% | $477,585.52 | 1.06% | 5,351.26 | Health Care | United States | |
| 19723610 | COLB US | Columbia Banking System Inc | 20,113 | $470,241.94 | 1.04% | $470,241.94 | 1.04% | 4,914.49 | Financials | United States | |
| 32055Y20 | FIBK US | First Interstate BancSystem Inc | 17,265 | $468,744.75 | 1.04% | $468,744.75 | 1.04% | 2,848.31 | Financials | United States | |
| G0692U10 | AXS US | Axis Capital Holdings Ltd | 4,451 | $462,013.80 | 1.03% | $462,013.80 | 1.03% | 8,164.20 | Financials | United States | |
| 87305R10 | TTMI US | TTM Technologies Inc | 15,465 | $461,784.90 | 1.03% | $461,784.90 | 1.03% | 3,034.68 | Information Technology | United States | |
| 90984P30 | UCB US | United Community Banks Inc/GA | 16,056 | $461,449.44 | 1.03% | $461,449.44 | 1.03% | 3,491.89 | Financials | United States | |
| 20603L10 | CON US | Concentra Group Holdings Parent Inc | 21,276 | $460,199.88 | 1.02% | $460,199.88 | 1.02% | 2,772.36 | Health Care | United States | |
| 28618M10 | ESI US | Element Solutions Inc | 21,470 | $459,028.60 | 1.02% | $459,028.60 | 1.02% | 5,184.74 | Materials | United States | |
| 04956D10 | ATMU US | Atmus Filtration Technologies Inc | 12,621 | $454,608.42 | 1.01% | $454,608.42 | 1.01% | 2,977.56 | Industrials | United States | |
| 45378A10 | IRT US | Independence Realty Trust Inc REIT | 24,266 | $451,104.94 | 1.00% | $451,104.94 | 1.00% | 4,346.06 | Real Estate | United States | |
| 27579R10 | EWBC US | East West Bancorp Inc | 4,911 | $447,883.20 | 1.00% | $447,883.20 | 1.00% | 12,569.66 | Financials | United States | |
| 63001N10 | NATL US | NCR Atleos Corp | 16,564 | $439,111.64 | 0.98% | $439,111.64 | 0.98% | 1,947.27 | Financials | United States | |
| 68235P10 | OGS US | ONE Gas Inc | 5,850 | $437,346.00 | 0.97% | $437,346.00 | 0.97% | 4,480.41 | Utilities | United States | |
| 71844V20 | PECO US | Phillips Edison & Co Inc REIT | 12,290 | $435,803.40 | 0.97% | $435,803.40 | 0.97% | 4,446.93 | Real Estate | United States | |
| 38868910 | GPK US | Graphic Packaging Holding Co | 19,402 | $431,112.44 | 0.96% | $431,112.44 | 0.96% | 6,705.11 | Materials | United States | |
| 38526M10 | LOPE US | Grand Canyon Education Inc | 2,132 | $421,805.54 | 0.94% | $421,805.54 | 0.94% | 5,637.79 | Consumer Discretionary | United States | |
| 90278810 | UMBF US | UMB Financial Corp | 4,053 | $417,945.36 | 0.93% | $417,945.36 | 0.93% | 7,828.72 | Financials | United States | |
| 88224Q10 | TCBI US | Texas Capital Bancshares Inc | 5,722 | $410,210.18 | 0.91% | $410,210.18 | 0.91% | 3,299.53 | Financials | United States | |
| 42129810 | HAYW US | Hayward Holdings Inc | 29,160 | $406,782.00 | 0.90% | $406,782.00 | 0.90% | 3,017.22 | Industrials | United States | |
| 01234810 | AIN US | Albany International Corp | 6,148 | $406,198.36 | 0.90% | $406,198.36 | 0.90% | 1,995.45 | Industrials | United States | |
| 83192D40 | SMA US | Smartstop Self Storage REIT Inc | 11,099 | $405,557.46 | 0.90% | $405,557.46 | 0.90% | 1,134.57 | Real Estate | United States | |
| G8711010 | FTI US | TechnipFMC PLC | 12,591 | $392,209.65 | 0.87% | $392,209.65 | 0.87% | 13,059.00 | Energy | United States | |
| 09211310 | BKH US | Black Hills Corp | 6,669 | $389,936.43 | 0.87% | $389,936.43 | 0.87% | 4,239.66 | Utilities | United States | |
| 27627N10 | EBC US | Eastern Bankshares Inc | 25,988 | $389,820.00 | 0.87% | $389,820.00 | 0.87% | 3,173.40 | Financials | United States | |
| 64602510 | NJR US | New Jersey Resources Corp | 8,480 | $389,147.20 | 0.86% | $389,147.20 | 0.86% | 4,606.05 | Utilities | United States | |
| 42829110 | HXL US | Hexcel Corp | 7,341 | $388,265.49 | 0.86% | $388,265.49 | 0.86% | 4,252.95 | Industrials | United States | |
| 75875010 | RRX US | Regal Rexnord Corp | 2,888 | $385,374.72 | 0.86% | $385,374.72 | 0.86% | 8,851.82 | Industrials | United States | |
| 89628810 | TNET US | TriNet Group Inc | 4,557 | $379,187.97 | 0.84% | $379,187.97 | 0.84% | 4,027.29 | Industrials | United States | |
| 92795910 | VNOM US | Viper Energy Inc | 9,553 | $379,158.57 | 0.84% | $379,158.57 | 0.84% | 5,212.21 | Energy | United States | |
| 11120U10 | BRX US | Brixmor Property Group Inc REIT | 14,886 | $378,253.26 | 0.84% | $378,253.26 | 0.84% | 7,776.99 | Real Estate | United States | |
| 22279550 | CUZ US | Cousins Properties Inc REIT | 13,470 | $378,102.90 | 0.84% | $378,102.90 | 0.84% | 4,713.28 | Real Estate | United States | |
| 81630010 | SIGI US | Selective Insurance Group Inc | 4,293 | $377,869.86 | 0.84% | $377,869.86 | 0.84% | 5,349.37 | Financials | United States | |
| G6700G10 | NVT US | nVent Electric PLC | 5,728 | $376,902.40 | 0.84% | $376,902.40 | 0.84% | 10,833.05 | Industrials | United States | |
| 23582520 | DAN US | Dana Inc | 22,374 | $372,079.62 | 0.83% | $372,079.62 | 0.83% | 2,423.64 | Consumer Discretionary | United States | |
| 35086T10 | FCPT US | Four Corners Property Trust Inc REIT | 13,388 | $369,642.68 | 0.82% | $369,642.68 | 0.82% | 2,774.03 | Real Estate | United States | |
| 34354P10 | FLS US | Flowserve Corp | 7,399 | $369,284.09 | 0.82% | $369,284.09 | 0.82% | 6,547.04 | Industrials | United States | |
| 88738910 | TKR US | Timken Co | 5,320 | $364,366.80 | 0.81% | $364,366.80 | 0.81% | 4,791.77 | Industrials | United States | |
| 76169C10 | REXR US | Rexford Industrial Realty Inc REIT | 10,319 | $363,641.56 | 0.81% | $363,641.56 | 0.81% | 8,340.78 | Real Estate | United States | |
| 71424F10 | PR US | Permian Resources Corp | 28,685 | $361,717.85 | 0.80% | $361,717.85 | 0.80% | 8,888.45 | Energy | United States | |
| 97650W10 | WTFC US | Wintrust Financial Corp | 3,029 | $361,692.89 | 0.80% | $361,692.89 | 0.80% | 7,992.15 | Financials | United States | |
| 92839U20 | VC US | Visteon Corp | 4,250 | $358,806.25 | 0.80% | $358,806.25 | 0.80% | 2,304.80 | Consumer Discretionary | United States | |
| 00449810 | ACIW US | ACI Worldwide Inc | 7,745 | $358,283.70 | 0.80% | $358,283.70 | 0.80% | 4,869.93 | Information Technology | United States | |
| 57648520 | MTDR US | Matador Resources Co | 8,299 | $356,939.99 | 0.79% | $356,939.99 | 0.79% | 5,384.97 | Energy | United States | |
| 50188920 | LKQ US | LKQ Corp | 8,818 | $356,864.46 | 0.79% | $356,864.46 | 0.79% | 10,453.40 | Consumer Discretionary | United States | |
| 29415F10 | NVST US | Envista Holdings Corp | 19,467 | $355,662.09 | 0.79% | $355,662.09 | 0.79% | 3,133.30 | Health Care | United States | |
| 29605J10 | ESAB US | Esab Corp | 2,889 | $355,318.11 | 0.79% | $355,318.11 | 0.79% | 7,456.02 | Industrials | United States | |
| 12660010 | CVBF US | CVB Financial Corp | 18,913 | $354,618.75 | 0.79% | $354,618.75 | 0.79% | 2,607.94 | Financials | United States | |
| 46014610 | IP US | International Paper Co | 7,416 | $354,558.96 | 0.79% | $354,558.96 | 0.79% | 25,238.97 | Materials | United States | |
| 05368V10 | AVNT US | Avient Corp | 9,797 | $353,965.61 | 0.79% | $353,965.61 | 0.79% | 3,307.09 | Materials | United States | |
| B7FNMQ | EFN CN | Element Fleet Management Corp | 14,666 | $349,457.65 | 0.78% | $349,457.65 | 0.78% | 9,587.09 | Industrials | Canada | |
| 53418710 | LNC US | Lincoln National Corp | 10,426 | $345,517.64 | 0.77% | $345,517.64 | 0.77% | 5,658.12 | Financials | United States | |
| 07734730 | BELFB US | Bel Fuse Inc | 4,663 | $344,129.40 | 0.76% | $344,129.40 | 0.76% | 934.82 | Information Technology | United States | |
| 70932M10 | PFSI US | PennyMac Financial Services Inc | 3,559 | $341,664.00 | 0.76% | $341,664.00 | 0.76% | 4,959.70 | Financials | United States | |
| 45765U10 | NSIT US | Insight Enterprises Inc | 2,613 | $340,709.07 | 0.76% | $340,709.07 | 0.76% | 4,163.12 | Information Technology | United States | |
| 82900L10 | SMPL US | Simply Good Foods Co | 9,760 | $336,817.60 | 0.75% | $336,817.60 | 0.75% | 3,487.24 | Consumer Staples | United States | |
| 69376K10 | PX US | P10 Inc | 30,929 | $335,888.94 | 0.75% | $335,888.94 | 0.75% | 1,199.36 | Financials | United States | |
| 88602920 | THRY US | Thryv Holdings Inc | 24,828 | $330,212.40 | 0.73% | $330,212.40 | 0.73% | 581.72 | Communication Services | United States | |
| 74731610 | KWR US | Quaker Chemical Corp | 2,972 | $322,283.68 | 0.72% | $322,283.68 | 0.72% | 1,917.29 | Materials | United States | |
| 04418610 | ASH US | Ashland Inc | 6,489 | $321,270.39 | 0.71% | $321,270.39 | 0.71% | 2,262.36 | Materials | United States | |
| 41805610 | HAS US | Hasbro Inc | 4,743 | $316,405.53 | 0.70% | $316,405.53 | 0.70% | 9,348.03 | Consumer Discretionary | United States | |
| 48242W10 | KBR US | KBR Inc | 6,033 | $314,862.27 | 0.70% | $314,862.27 | 0.70% | 6,770.93 | Industrials | United States | |
| 89621520 | TRS US | TriMas Corp | 11,650 | $307,210.50 | 0.68% | $307,210.50 | 0.68% | 1,073.58 | Materials | United States | |
| 85423L10 | SARO US | Standard Aero Inc | 10,366 | $304,034.78 | 0.68% | $304,034.78 | 0.68% | 9,809.77 | Industrials | United States | |
| G4863A10 | IGT US | International Game Technology PLC | 20,518 | $301,819.78 | 0.67% | $301,819.78 | 0.67% | 2,971.89 | Consumer Discretionary | United States | |
| 65336K10 | NXST US | Nexstar Media Group Inc | 1,756 | $299,257.52 | 0.66% | $299,257.52 | 0.66% | 5,173.61 | Communication Services | United States | |
| 48840110 | KMPR US | Kemper Corp | 4,650 | $296,344.50 | 0.66% | $296,344.50 | 0.66% | 4,078.40 | Financials | United States | |
| 91704F10 | UE US | Urban Edge Properties REIT | 15,873 | $288,253.68 | 0.64% | $288,253.68 | 0.64% | 2,283.61 | Real Estate | United States | |
| 34637510 | FORM US | FormFactor Inc | 9,596 | $286,440.60 | 0.64% | $286,440.60 | 0.64% | 2,300.74 | Information Technology | United States | |
| 04911A10 | AUB US | Atlantic Union Bankshares Corp | 9,535 | $286,240.70 | 0.64% | $286,240.70 | 0.64% | 4,276.90 | Financials | United States | |
| 72913210 | PLXS US | Plexus Corp | 2,164 | $284,046.64 | 0.63% | $284,046.64 | 0.63% | 3,560.03 | Information Technology | United States | |
| 90431120 | UA US | Under Armour Inc | 44,641 | $281,238.30 | 0.62% | $281,238.30 | 0.62% | 2,683.76 | Consumer Discretionary | United States | |
| G0750C10 | AXTA US | Axalta Coating Systems Ltd | 9,083 | $279,756.40 | 0.62% | $279,756.40 | 0.62% | 6,732.88 | Materials | United States | |
| N3144W10 | XPRO US | Expro Group Holdings NV | 33,540 | $279,052.80 | 0.62% | $279,052.80 | 0.62% | 965.35 | Energy | United States | |
| 70334310 | PATK US | Patrick Industries Inc | 3,244 | $278,529.84 | 0.62% | $278,529.84 | 0.62% | 2,879.14 | Consumer Discretionary | United States | |
| 60471A10 | MIR US | Mirion Technologies Inc | 14,537 | $277,656.70 | 0.62% | $277,656.70 | 0.62% | 4,308.09 | Information Technology | United States | |
| 30042610 | ECG US | Everus Construction Group Inc | 4,784 | $277,041.44 | 0.62% | $277,041.44 | 0.62% | 2,953.39 | Industrials | United States | |
| 00737L10 | ATGE US | Adtalem Global Education Inc | 2,071 | $273,434.13 | 0.61% | $273,434.13 | 0.61% | 4,820.68 | Consumer Discretionary | United States | |
| 16308610 | CHEF US | Chefs' Warehouse Inc | 4,088 | $260,732.64 | 0.58% | $260,732.64 | 0.58% | 2,594.79 | Consumer Staples | United States | |
| 25960P10 | DEI US | Douglas Emmett Inc REIT | 18,275 | $260,053.25 | 0.58% | $260,053.25 | 0.58% | 2,382.76 | Real Estate | United States | |
| 65122910 | NWL US | Newell Brands Inc | 48,814 | $258,714.20 | 0.57% | $258,714.20 | 0.57% | 2,213.81 | Consumer Discretionary | United States | |
| 42704L10 | HRI US | Herc Holdings Inc | 2,052 | $254,448.00 | 0.57% | $254,448.00 | 0.57% | 3,534.00 | Industrials | United States | |
| 05990K10 | BANC US | Banc of California Inc | 18,410 | $252,585.20 | 0.56% | $252,585.20 | 0.56% | 2,283.05 | Financials | United States | |
| 90187B80 | TWO US | Two Harbors Investment Corp REIT | 23,693 | $250,908.87 | 0.56% | $250,908.87 | 0.56% | 1,101.63 | Financials | United States | |
| 63947X10 | NCNO US | nCino Inc | 9,504 | $249,955.20 | 0.56% | $249,955.20 | 0.56% | 3,049.26 | Information Technology | United States | |
| 88947810 | TOL US | Toll Brothers Inc | 2,242 | $233,728.50 | 0.52% | $233,728.50 | 0.52% | 10,250.38 | Consumer Discretionary | United States | |
| 11704310 | BC US | Brunswick Corp/DE | 4,554 | $230,523.48 | 0.51% | $230,523.48 | 0.51% | 3,329.13 | Consumer Discretionary | United States | |
| 86037210 | STC US | Stewart Information Services Corp | 3,784 | $228,326.56 | 0.51% | $228,326.56 | 0.51% | 1,684.66 | Financials | United States | |
| G2717B10 | CWK US | Cushman & Wakefield PLC | 22,684 | $227,520.52 | 0.51% | $227,520.52 | 0.51% | 2,319.81 | Real Estate | United States | |
| 92343X10 | VRNT US | Verint Systems Inc | 11,976 | $210,059.04 | 0.47% | $210,059.04 | 0.47% | 1,089.85 | Information Technology | United States | |
| BKY8LF | PET CN | Pet Valu Holdings Ltd | 9,028 | $202,946.62 | 0.45% | $202,946.62 | 0.45% | 1,584.62 | Consumer Discretionary | Canada | |
| 55269010 | MDU US | MDU Resources Group Inc | 11,630 | $199,919.70 | 0.44% | $199,919.70 | 0.44% | 3,512.45 | Utilities | United States | |
| 91809010 | UTZ US | Utz Brands Inc | 15,016 | $198,661.68 | 0.44% | $198,661.68 | 0.44% | 1,138.60 | Consumer Staples | United States | |
| 19851610 | COLM US | Columbia Sportswear Co | 2,997 | $191,148.66 | 0.42% | $191,148.66 | 0.42% | 3,518.68 | Consumer Discretionary | United States | |
| 48282T10 | KAI US | Kadant Inc | 582 | $182,695.62 | 0.41% | $182,695.62 | 0.41% | 3,696.60 | Industrials | United States | |
| 16385110 | CC US | Chemours Co | 17,729 | $179,594.77 | 0.40% | $179,594.77 | 0.40% | 1,516.20 | Materials | United States | |
| 74982T10 | RXO US | RXO Inc | 11,440 | $177,663.20 | 0.39% | $177,663.20 | 0.39% | 2,545.62 | Industrials | United States | |
| 29261A10 | EHC US | Encompass Health Corp | 1,159 | $140,123.10 | 0.31% | $140,123.10 | 0.31% | 12,198.81 | Health Care | United States | |
| G4705A10 | ICLR US | ICON PLC | 1,053 | $137,184.84 | 0.30% | $137,184.84 | 0.30% | 10,521.00 | Health Care | United States | |
| G0538450 | AHL US | Aspen Insurance Holdings Ltd | 3,906 | $133,975.80 | 0.30% | $133,975.80 | 0.30% | 3,150.06 | Financials | Bermuda | |
| 68622V10 | OGN US | Organon & Co | 14,068 | $129,706.96 | 0.29% | $129,706.96 | 0.29% | 2,396.79 | Health Care | United States | |
| 83207R10 | SDHC US | Smith Douglas Homes Corp | 6,525 | $122,539.50 | 0.27% | $122,539.50 | 0.27% | 168.86 | Consumer Discretionary | United States | |
| 44812J10 | HUT US | Hut 8 Corp | 7,827 | $119,518.29 | 0.27% | $119,518.29 | 0.27% | 1,591.44 | Information Technology | United States | |
| 63787010 | NSA US | National Storage Affiliates Trust REIT | 3,435 | $118,164.00 | 0.26% | $118,164.00 | 0.26% | 2,631.23 | Real Estate | United States | |
| 00797310 | AEIS US | Advanced Energy Industries Inc | 973 | $111,680.94 | 0.25% | $111,680.94 | 0.25% | 4,350.16 | Information Technology | United States | |
| 51654410 | LNTH US | Lantheus Holdings Inc | 1,264 | $95,507.84 | 0.21% | $95,507.84 | 0.21% | 5,227.68 | Health Care | United States | |
| 00217D10 | ASTS US | AST SpaceMobile Inc | 3,693 | $85,197.51 | 0.19% | $85,197.51 | 0.19% | 5,509.10 | Communication Services | United States | |
| 98981710 | ZUMZ US | Zumiez Inc | 706 | $8,817.94 | 0.02% | $8,817.94 | 0.02% | 244.40 | Consumer Discretionary | United States | |
| CASH | CASH | Cash & Cash Equivalents | - | $844,891.04 | 1.88% | $844,891.04 | 1.88% | - | - | - | |
*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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