Massachusetts Investors Trust Portfolio Overview
Significant Transactions
MFS®
From 01-Jan-24
Security
Sector
Transaction Type
Trade (%)
to 31-Mar-24
Purchases
Beginning
Weight (%)
Ending
Weight (%)
AMAZON.COM INC (EQ)
Consumer Discretionary Add
1.2
2.4
3.8
SOUTHERN CO/THE
Utilities
New position
0.8
0.8
CME GROUP INC
Financials
New position
0.6
0.6
LAM RESEARCH CORP
Information Technology
New position
0.5
0.6
JB HUNT TRANSPORT
SERVICES INC
Industrials
New position
0.5
0.5
Sales
EQUINIX INC (EQ)
Real Estate
Eliminate position
-0.8
0.8
NASDAQ INC
CROWN HOLDINGS INC
Financials
Eliminate position
-0.7
0.8
Materials
Eliminate position
-0.6
0.8
KIMBERLY-CLARK CORP
Consumer Staples
Eliminate position
-0.6
0.6
| | | |
COMCAST CORP
Communication
Services
Trim
-0.5
1.3
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 INVESTMENT PROFESSIONAL USE ONLY. Not intended for retail investors. - Massachusetts Investors Trust
MIT-PODBK-17-Apr-24
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