Investor Presentaiton
Sector Weights
MFS®
As of 31-Mar-24
Portfolio (%) Benchmark (%) Underweight/overweight(%) Top holdings
Financials
16.2
13.2
3.0
JPMorgan Chase & Co, Visa Inc, Mastercard Inc
Costco Wholesale Corp, Target Corp,
Consumer Staples
7.2
6.0
1.2
Colgate-Palmolive Co
Cigna Group, Eli Lilly & Co, Vertex
Health Care
13.4
12.4
1.0
Industrials
9.5
8.8
0.7
Pharmaceuticals Inc
Howmet Aerospace Inc, Honeywell International
Inc, Eaton Corp PLC
Materials
Energy
3.0
2.4
0.6
Linde PLC
4.1
3.9
0.2
Real Estate
2.0
2.3
-0.3
Utilities
1.6
2.2
-0.6
ConocoPhillips, Exxon Mobil Corp
American Tower Corp REIT
Xcel Energy Inc
Communication Services
7.4
9.0
-1.6
Alphabet Inc Class A, Electronic Arts Inc
Information Technology
28.0
29.6
-1.6
Microsoft Corp, NVIDIA Corp, Apple Inc
Consumer Discretionary
6.5
10.3
-3.8
Amazon.com Inc, Home Depot Inc, LVMH Moet
Hennessy Louis Vuitton SE
^ Standard & Poor's 500 Stock Index
0.9% Cash & cash equivalents
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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