# Portfolio overlap — MITDX vs MFSG

Comparing **Massachusetts Investors Trust** (2026-03-31) and **MFS Active Growth ETF** (2026-02-28).

- Shared positions: 24
- Massachusetts Investors Trust covered by MFS Active Growth ETF: 0.4893688992836320764364474358
- MFS Active Growth ETF covered by Massachusetts Investors Trust: 0.4893688992836320764364474355

## Massachusetts Investors Trust — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.066873 | ✓ |
| APPLE INC | 0.064087 | ✓ |
| MICROSOFT CORP | 0.062005 | ✓ |
| ALPHABET INC CL A | 0.055930 | ✓ |
| AMAZON.COM INC | 0.045923 | ✓ |
| META PLATFORMS INC CL A | 0.029150 | ✓ |
| JPMORGAN CHASE and CO | 0.027035 |  |
| CONOCOPHILLIPS | 0.019517 |  |
| LAM RESEARCH CORP | 0.019064 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.018140 |  |
| VISA INC-CLASS A | 0.017963 | ✓ |
| EXXON MOBIL CORP | 0.017954 |  |
| RTX CORP | 0.017581 |  |
| MASTERCARD INC CL A | 0.017049 |  |
| CHUBB LTD | 0.016731 |  |
| LINDE PLC | 0.016416 |  |
| PROCTER & GAMBLE | 0.015242 |  |
| CME GROUP INC CL A | 0.014992 |  |
| ANALOG DEVICES INC | 0.014730 |  |
| XCEL ENERGY INC | 0.014446 |  |
| EMERSON ELECTRIC CO | 0.014267 |  |
| MEDTRONIC PLC | 0.014097 | ✓ |
| COSTCO WHOLESALE CORP | 0.013850 |  |
| KLA CORP | 0.013679 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.013625 | ✓ |
| ALLIANT ENERGY CORPORATION | 0.012691 |  |
| EATON CORP PLC | 0.012672 | ✓ |
| HOWMET AEROSPACE INC | 0.012290 |  |
| AON PLC | 0.012045 |  |
| AMPHENOL CORPORATION CL A | 0.011997 | ✓ |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.011921 |  |
| STERIS PLC | 0.011777 |  |
| THE CIGNA GROUP | 0.011086 |  |
| ALLEGION PLC | 0.010859 |  |
| ARISTA NETWORKS INC | 0.010661 | ✓ |
| TJX COS INC | 0.010608 | ✓ |
| TE CONNECTIVITY PLC | 0.010428 |  |
| ARAMARK | 0.010263 |  |
| TEXAS INSTRUMENTS INC | 0.010242 |  |
| WASTE MANAGEMENT INC | 0.010058 |  |
| CHECK POINT SOFTWARE TECHS LTD | 0.009924 |  |
| HUBBELL INC | 0.008999 |  |
| SOUTHERN CO | 0.008592 |  |
| SALESFORCE INC | 0.008550 |  |
| AMETEK INC NEW | 0.008449 | ✓ |
| ABBOTT LABS | 0.008273 | ✓ |
| WILLIS TOWERS WATSON PLC | 0.008179 |  |
| COLGATE-PALMOLIVE CO | 0.008083 |  |
| NASDAQ INC | 0.007685 | ✓ |
| BJS WHSL CLUB HLDGS INC | 0.007625 |  |

## MFS Active Growth ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.136280 | ✓ |
| MICROSOFT CORP | 0.093828 | ✓ |
| APPLE INC | 0.089768 | ✓ |
| ALPHABET INC CL A | 0.078731 | ✓ |
| AMAZON.COM INC | 0.058537 | ✓ |
| META PLATFORMS INC CL A | 0.031669 | ✓ |
| VISA INC-CLASS A | 0.030999 | ✓ |
| GE VERNOVA LLC | 0.029928 |  |
| BROADCOM INC | 0.029797 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.024903 |  |
| AMPHENOL CORPORATION CL A | 0.020864 | ✓ |
| GENERAL ELECTRIC CO | 0.018764 |  |
| KLA CORP | 0.017526 | ✓ |
| LAM RESEARCH CORP | 0.014681 | ✓ |
| TJX COS INC | 0.013791 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.013773 | ✓ |
| AUTODESK INC | 0.013693 |  |
| MEDTRONIC PLC | 0.013264 | ✓ |
| WATERS CORP | 0.012279 | ✓ |
| PHILIP MORRIS INTL INC | 0.012185 |  |
| AMETEK INC NEW | 0.011141 | ✓ |
| NASDAQ INC | 0.010160 | ✓ |
| GILEAD SCIENCES INC | 0.010138 | ✓ |
| MARRIOTT INTL-A | 0.010046 |  |
| MORGAN STANLEY | 0.009777 |  |
| ABBOTT LABS | 0.009256 | ✓ |
| EATON CORP PLC | 0.009220 | ✓ |
| TRANE TECHNOLOGIES PLC | 0.008852 |  |
| MONSTER BEVERAGE CORP | 0.008818 |  |
| SHOPIFY INC CL A | 0.008665 |  |
| STARBUCKS CORP | 0.008516 |  |
| APPLOVIN CORP | 0.008075 |  |
| CADENCE DESIGN SYSTEMS INC | 0.007985 | ✓ |
| ARISTA NETWORKS INC | 0.007724 | ✓ |
| INTERCONTINENTAL EXCHANGE INC | 0.007447 |  |
| DANAHER CORP | 0.007429 |  |
| CATERPILLAR INC | 0.007296 |  |
| CRH PLC | 0.007199 |  |
| WESTERN DIGITAL CORP | 0.006937 |  |
| UBER TECHNOLOGIES INC | 0.006892 |  |
| KKR & CO INC | 0.006571 |  |
| SPOTIFY TECHNOLOGY SA | 0.006320 |  |
| PARKER HANNIFIN CORP | 0.006264 |  |
| TKO GROUP HOLDINGS INC | 0.005934 |  |
| SNOWFLAKE INC CL A | 0.005618 |  |
| FIFTH THIRD BANCORP | 0.005558 |  |
| ASM INTL NV | 0.005225 |  |
| AIRBNB INC CLASS A | 0.005146 |  |
| WW GRAINGER INC | 0.004902 |  |
| SAP SE | 0.004713 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050728` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/63091/000141036826050728/0001410368-26-050728-index.htm>
- N-PORT (fund B) — accession `0001410368-26-040055` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/2018846/000141036826040055/0001410368-26-040055-index.htm>

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