Holdings (Monthly)
Guide ↗
MFS Managed Wealth Fund
· Mfs Series Trust X| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | MFS Institutional Trust-MFS International Equity Fund | 552966806 | Feb 2026 | 276,587 | $11.8M | 31.24% | EC |
| 2 | MFS Value Fund | 55273H353 | Feb 2026 | 221,216 | $11.7M | 31.14% | EC |
| 3 | MFS Growth Fund | 552985673 | Feb 2026 | 57,570 | $10.9M | 28.90% | EC |
| 4 | MFS Institutional Money Market Portfolio | 55291X109 | Feb 2026 | 2,312,768 | $2.3M | 6.14% | EC |
| 5 | United States Treasury | 91282CKH3 | Feb 2026 | 350,000 | $350K | 0.93% | DBT |
| 6 | United States Treasury | 91282CLP4 | Feb 2026 | 350,000 | $350K | 0.93% | DBT |
| 7 | Chicago Mercantile Exchange | 000000000 | Feb 2026 | -13 | $166K | 0.44% | DE |
| 8 | United States Treasury | 91282CKY6 | Feb 2026 | 100,000 | $100K | 0.27% | DBT |
| 9 | Exchange traded | 000000000 | Feb 2026 | 4 | $47K | 0.12% | DE |
| 10 | Exchange traded | 000000000 | Feb 2026 | 4 | $38K | 0.10% | DE |
| 11 | Exchange traded | 000000000 | Feb 2026 | 5 | $36K | 0.10% | DE |
| 12 | Chicago Mercantile Exchange | 000000000 | Feb 2026 | -49 | $-305618 | -0.81% | DE |
| 13 | ICE Futures U.S., Inc. | 000000000 | Feb 2026 | -35 | $-477839 | -1.27% | DE |