Holdings (Monthly) Guide ↗

MFS Managed Wealth Fund

· Mfs Series Trust X

Monthly Holdings $37M AUM 4 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds

All 8 New 1 Added 4 Reduced 1 Exited · May 2026 vs Feb 2026

#	Name	Ticker	Since	Shares	Shares Δ	Value	Val Δ%	% Port	Cat
1	MFS Institutional Trust-MFS International Equity Fund	552966806	Feb 2026	261,057	-15,529	$11.0M	-6.5%	30.90%	EC
2	MFS Growth Fund	552985673	Feb 2026	52,348	-5,221	$11.0M	+1.0%	30.88%	EC
3	MFS Value Fund	55273H353	Feb 2026	207,023	-14,193	$10.7M	-8.4%	30.17%	EC
4	MFS Institutional Money Market Portfolio	55291X109	Feb 2026	2,226,067	-86,701	$2.2M	-3.7%	6.26%	EC