← All Mutual Funds

MFS SERIES TRUST XI

CIK: 0000911637 Equity
Report date: 2026-02-24
AUM $1.7B
Expense Ratio
Category Equity
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-24

Holdings

From latest SEC N-PORT filing · US-listed stocks only

63 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ABBV AbbVie Inc Since 2026-05-10 00287Y109 Equity (Common)
0.57%
$9.47 41,445
2 ALGN Align Technology Inc Since 2026-05-10 016255101 Equity (Common)
0.23%
$3.82 24,446
3 GOOG Alphabet Inc Since 2026-05-10 02079K107 Equity (Common)
2.09%
$34.67 110,477
4 GOOG Alphabet Inc Since 2026-05-10 02079K305 Equity (Common)
2.51%
$41.66 133,107
5 MO Altria Group Inc Since 2026-05-10 02209S103 Equity (Common)
1.14%
$18.86 327,076
6 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
4.50%
$74.73 323,777
7 AMP Ameriprise Financial Inc Since 2026-05-10 03076C106 Equity (Common)
1.29%
$21.37 43,586
8 AAPL Apple Inc Since 2026-05-10 037833100 Equity (Common)
6.50%
$107.92 396,961
9 ARMK Aramark Since 2026-05-10 03852U106 Equity (Common)
1.05%
$17.41 472,232
10 ANET Arista Networks Inc Since 2026-05-10 040413205 Equity (Common)
1.18%
$19.67 150,120
11 BWXT BWX Technologies Inc Since 2026-05-10 05605H100 Equity (Common)
0.10%
$1.61 9,314
12 BKNG Booking Holdings Inc Since 2026-05-10 09857L108 Equity (Common)
1.00%
$16.65 3,109
13 AVGO Broadcom Inc Since 2026-05-10 11135F101 Equity (Common)
2.59%
$43.03 124,333
14 CAT Caterpillar Inc Since 2026-05-10 149123101 Equity (Common)
0.24%
$4.00 6,979
15 C Citigroup Inc Since 2026-05-10 172967424 Equity (Common)
1.75%
$29.05 248,951
16 COP ConocoPhillips Since 2026-05-10 20825C104 Equity (Common)
0.10%
$1.67 17,831
17 CRBG Corebridge Financial Inc Since 2026-05-10 21871X109 Equity (Common)
0.17%
$2.88 95,333
18 DBX Dropbox Inc Since 2026-05-10 26210C104 Equity (Common)
0.39%
$6.54 235,447
19 EIX Edison International Since 2026-05-10 281020107 Equity (Common)
1.22%
$20.33 338,777
20 EQH Equitable Holdings Inc Since 2026-05-10 29452E101 Equity (Common)
1.00%
$16.56 347,490
21 EPRT Essential Properties Realty Trust Inc Since 2026-05-10 29670E107 Equity (Common)
0.08%
$1.29 43,393
22 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
3.36%
$55.88 84,657
23 GIS General Mills Inc Since 2026-05-10 370334104 Equity (Common)
0.17%
$2.81 60,424
24 GILD Gilead Sciences Inc Since 2026-05-10 375558103 Equity (Common)
0.75%
$12.40 101,061
25 GWRE Guidewire Software Inc Since 2026-05-10 40171V100 Equity (Common)
0.33%
$5.56 27,660
26 HUM Humana Inc Since 2026-05-10 444859102 Equity (Common)
0.24%
$3.99 15,575
27 ILMN Illumina Inc Since 2026-05-10 452327109 Equity (Common)
0.10%
$1.67 12,702
28 IBKR Interactive Brokers Group Inc Since 2026-05-10 45841N107 Equity (Common)
0.23%
$3.83 59,613
29 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
0.54%
$9.00 13,584
30 IQV IQVIA Holdings Inc Since 2026-05-10 46266C105 Equity (Common)
0.09%
$1.57 6,952
31 JPM JPMorgan Chase & Co Since 2026-05-10 46625H100 Equity (Common)
0.42%
$7.01 21,757
32 LDOS Leidos Holdings Inc Since 2026-05-10 525327102 Equity (Common)
0.57%
$9.51 52,722
33 MU Micron Technology Inc Since 2026-05-10 595112103 Equity (Common)
0.22%
$3.62 12,687
34 MHK Mohawk Industries Inc Since 2026-05-10 608190104 Equity (Common)
0.10%
$1.73 15,852
35 NFLX Netflix Inc Since 2026-05-10 64110L106 Equity (Common)
1.13%
$18.70 199,491
36 NEE NextEra Energy Inc Since 2026-05-10 65339F101 Equity (Common)
0.60%
$9.90 123,323
37 ORLY O'Reilly Automotive Inc Since 2026-05-10 67103H107 Equity (Common)
1.27%
$21.14 231,819
38 OKTA Okta Inc Since 2026-05-10 679295105 Equity (Common)
1.07%
$17.81 205,986
39 PLTR Palantir Technologies Inc Since 2026-05-10 69608A108 Equity (Common)
0.15%
$2.52 14,170
40 PEP PepsiCo Inc Since 2026-05-10 713448108 Equity (Common)
0.07%
$1.14 7,943
41 PFE Pfizer Inc Since 2026-05-10 717081103 Equity (Common)
0.88%
$14.62 587,087
42 PM Philip Morris International Inc Since 2026-05-10 718172109 Equity (Common)
0.52%
$8.62 53,726
43 BPOP Popular Inc Since 2026-05-10 733174700 Equity (Common)
1.00%
$16.68 133,974
44 PFG Principal Financial Group Inc Since 2026-05-10 74251V102 Equity (Common)
0.18%
$3.03 34,337
45 RPM RPM International Inc Since 2026-05-10 749685103 Equity (Common)
0.36%
$6.01 57,766
46 CRM Salesforce Inc Since 2026-05-10 79466L302 Equity (Common)
1.36%
$22.56 85,170
47 TKO TKO Group Holdings Inc Since 2026-05-10 87256C101 Equity (Common)
0.35%
$5.80 27,732
48 TPR Tapestry Inc Since 2026-05-10 876030107 Equity (Common)
0.13%
$2.09 16,334
49 TSLA Tesla Inc Since 2026-05-10 88160R101 Equity (Common)
1.15%
$19.17 42,624
50 TMO Thermo Fisher Scientific Inc Since 2026-05-10 883556102 Equity (Common)
0.10%
$1.65 2,855
51 UBER Uber Technologies Inc Since 2026-05-10 90353T100 Equity (Common)
0.25%
$4.08 49,938
52 VTR Ventas Inc Since 2026-05-10 92276F100 Equity (Common)
0.18%
$2.95 38,147
53 VRSK Verisk Analytics Inc Since 2026-05-10 92345Y106 Equity (Common)
0.54%
$9.01 40,285
54 V Visa Inc Since 2026-05-10 92826C839 Equity (Common)
2.03%
$33.76 96,265
55 ZM Zoom Communications Inc Since 2026-05-10 98980L101 Equity (Common)
0.45%
$7.47 86,517
56 CRH CRH PLC Since 2026-05-10 Equity (Common)
0.37%
$6.09 48,836
57 EG Everest Group Ltd Since 2026-05-10 Equity (Common)
0.08%
$1.30 3,824
58 APTV Aptiv PLC Since 2026-05-10 Equity (Common)
0.40%
$6.72 88,290
59 MDT Medtronic PLC Since 2026-05-10 Equity (Common)
0.48%
$8.02 83,523
60 NVT nVent Electric PLC Since 2026-05-10 Equity (Common)
0.10%
$1.71 16,725
61 FTI TechnipFMC PLC Since 2026-05-10 Equity (Common)
1.28%
$21.28 477,567
62 TT Trane Technologies PLC Since 2026-05-10 Equity (Common)
0.11%
$1.75 4,486
63 VIK Viking Holdings Ltd Since 2026-05-10 Equity (Common)
0.36%
$5.92 82,829