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Holdings (Monthly) Guide ↗

MFS Diversified Income Fund

· MFS Series Trust XIII
Monthly Holdings $1.8B AUM 23 positions Period May 2026 Filed Jul 23, 2026 EDGAR ↗ ← All Funds
All 328 New 23 Added 614 Reduced 69 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 MFS Institutional Money Market Portfolio 55291X109 Feb 2026 19,878,570 +4,470,757 $19.9M +29.0% 1.10% STIV
2 Johnson & Johnson 478160104 Feb 2026 63,721 +21,709 $14.4M +37.6% 0.79% EC
3 Pfizer, Inc. 717081103 Feb 2026 536,117 +142,741 $14.0M +29.0% 0.78% EC
4 Northern Trust Corp. 665859104 Feb 2026 81,187 +1,392 $13.4M +17.6% 0.74% EC
5 Cigna Group (The) 125523100 Feb 2026 41,307 +9,256 $11.5M +23.4% 0.63% EC
6 BXP, Inc. 101121101 Feb 2026 158,707 +67,217 $9.5M +80.8% 0.53% EC
7 VICI Properties, Inc. 925652109 Feb 2026 292,700 +55,560 $8.3M +15.3% 0.46% EC
8 Healthpeak Properties, Inc. 42250P103 Feb 2026 351,562 +227,473 $6.7M +206.9% 0.37% EC
9 Cousins Properties, Inc. 222795502 Feb 2026 232,118 +83,575 $6.2M +80.9% 0.34% EC
10 Brunswick Corp. 117043109 Feb 2026 71,772 +15,132 $6.0M +33.3% 0.33% EC
11 Omnicom Group, Inc. 681919106 Feb 2026 46,373 +17,812 $3.4M +38.4% 0.19% EC
12 Argentine Republic (The) 040114HT0 Feb 2026 4,145,000 +218,000 $3.2M +7.7% 0.18% DBT
13 Republic of Colombia 195325EP6 Feb 2026 2,234,000 +1,082,000 $2.3M +94.6% 0.13% DBT
14 Lincoln National Corp. 534187109 Feb 2026 48,350 +31,737 $1.7M +199.4% 0.09% EC
15 Hungary 445545AX4 Feb 2026 1,396,000 +698,000 $1.5M +99.1% 0.08% DBT
16 Republic of Serbia 817477AJ1 Feb 2026 1,397,000 +740,000 $1.4M +106.7% 0.08% DBT
17 Republic of Ecuador 27927WAR3 Feb 2026 1,394,000 +294,000 $1.4M +28.7% 0.08% DBT
18 Samarco Mineracao SA 79588YAA7 Feb 2026 1,208,961 +14,925 $1.2M +1.9% 0.07% DBT
19 Republic of Turkiye (The) 900123DR8 Feb 2026 1,186,000 +409,000 $1.2M +49.1% 0.06% DBT
20 Bath & Body Works, Inc. 070830104 Feb 2026 58,560 +11,866 $1.2M +10.3% 0.06% EC
21 GE Vernova, Inc. 36828AAB7 Feb 2026 819,000 +144,000 $807K +18.1% 0.04% DBT
22 FHLMC 3133Q3JD4 Feb 2026 669,982 +606,320 $685K +957.4% 0.04% ABS-MBS
23 JPMORGAN US GOVERNMENT MONEY MKT FD 4812C2270 Feb 2026 322,213 +209,863 $322K +186.8% 0.02% STIV