Investor Presentaiton
Significant Transactions
From 01-Jan-24 to 31-Mar-24
Purchases
AMAZON.COM INC (EQ)
SOUTHERN CO/THE
Sector
CME GROUP INC
Sales
LAM RESEARCH CORP
JB HUNT TRANSPORT SERVICES INC
EQUINIX INC (EQ)
NASDAQ INC
CROWN HOLDINGS INC
KIMBERLY-CLARK CORP
COMCAST CORP
MFS®
Transaction type
Trade (%)
Ending
weight (%)
Consumer Discretionary
Utilities
Add
1.2
3.8
New position
0.8
0.8
Financials
New position
0.6
0.6
Information Technology
New position
0.5
0.6
Industrials
New position
0.5
0.5
Real Estate
Eliminate position
-0.8
Financials
Eliminate position
-0.7
Materials
Eliminate position
-0.6
Consumer Staples
Communication Services
Eliminate position
Trim
-0.6
-0.5
0.7
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.
FOR DEALER AND INSTITUTIONAL USE ONLY. - Massachusetts Investors Trust
PRPEQ-MIT-31-Mar-24
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