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MFS Blended Research Growth Equity Fund (BRWAX) is an MF managed by Independent / Boutique. Its largest position is NVIDIA CORP (NVDA), representing 13.04% of fund assets.

MFS Blended Research Growth Equity Fund Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
BRWAX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Feb 28, 2026
Filing Date:
Apr 24, 2026
Showing 50 out of 75 holdings
Holding Weight Market Value Shares
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NVIDIA CORP
13.04% $71,898,386.30 405,770
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Apple Inc.
10.19% $56,211,163.68 212,776
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MICROSOFT CORP
8.42% $46,437,970.34 118,241
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AMAZON COM INC
4.39% $24,228,120.00 115,372
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Broadcom Inc.
4.17% $22,991,622.50 71,950
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Meta Platforms, Inc.
3.92% $21,602,543.04 33,328
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Alphabet Inc.
2.88% $15,854,554.80 50,855
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Alphabet Inc.
2.62% $14,422,946.16 46,312
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Tesla, Inc.
2.56% $14,139,371.28 35,128
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LAM RESEARCH CORP
2.51% $13,854,708.04 59,236
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GENERAL ELECTRIC CO
1.94% $10,675,431.66 31,191
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ELI LILLY & Co
1.60% $8,832,508.04 8,396
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GE Vernova Inc.
1.50% $8,267,750.40 9,464
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MCKESSON CORP
1.35% $7,454,643.50 7,550
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Monster Beverage Corp
1.33% $7,324,540.40 85,868
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Viking Holdings Ltd
1.32% $7,280,904.42 93,321
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Mastercard Inc
1.31% $7,245,077.68 14,008
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O REILLY AUTOMOTIVE INC
1.27% $6,999,317.28 74,556
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BRISTOL MYERS SQUIBB CO
1.26% $6,943,402.62 111,326
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Arista Networks, Inc.
1.22% $6,702,901.50 50,209
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Interactive Brokers Group, Inc.
1.13% $6,236,101.62 87,598
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NORTHERN TRUST CORP
1.12% $6,191,218.12 43,268
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Autodesk, Inc.
1.12% $6,188,547.90 25,170
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BWX Technologies, Inc.
1.12% $6,149,944.86 29,857
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GILEAD SCIENCES, INC.
1.07% $5,922,698.85 39,763
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AMPHENOL CORP /DE/
1.07% $5,906,520.34 40,439
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Airbnb, Inc.
1.02% $5,615,847.15 41,565
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NRG ENERGY, INC.
1.00% $5,522,705.60 30,860
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SPOTIFY TECHNOLOGY SA
0.98% $5,413,049.28 10,512
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Datadog, Inc.
0.92% $5,082,200.28 45,393
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POPULAR, INC.
0.91% $5,006,154.24 36,984
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TKO Group Holdings, Inc.
0.90% $4,945,512.17 22,091
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Equitable Holdings, Inc.
0.88% $4,825,877.14 119,987
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COLGATE PALMOLIVE CO
0.87% $4,783,405.86 48,249
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Booking Holdings Inc.
0.86% $4,726,875.25 1,115
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VISA INC.
0.85% $4,671,482.88 14,592
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Okta, Inc.
0.84% $4,621,947.50 63,751
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CITIGROUP INC
0.81% $4,490,683.26 40,754
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MFS INSTITUTIONAL MONEY MARKET PORTFOLIO
0.74% $4,074,564.74 4,074,157
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CURTISS WRIGHT CORP
0.69% $3,788,785.30 5,410
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IQVIA HOLDINGS INC.
0.66% $3,645,220.66 20,386
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DROPBOX, INC.
0.65% $3,566,572.80 142,720
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KLA CORP
0.64% $3,504,940.45 2,299
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Roblox Corp
0.64% $3,502,277.94 51,009
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Guidewire Software, Inc.
0.63% $3,484,773.60 23,980
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HUMANA INC
0.62% $3,393,898.48 17,812
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Leidos Holdings, Inc.
0.61% $3,375,052.50 19,275
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Salesforce, Inc.
0.57% $3,142,936.65 16,135
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INCYTE CORP
0.51% $2,835,762.54 28,002
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FLOWSERVE CORP
0.51% $2,789,265.20 31,510
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