Massachusetts Financial Services Portfolio holdings
Massachusetts Financial Services (MFS), founded in 1924 and headquartered in Boston, Massachusetts, is a pioneering investment management firm credited with launching the first U.S. mutual fund, the Massachusetts Investors Trust. Managing hundreds of billions in assets, MFS offers a wide range of actively managed investment products, including equity, fixed-income, and balanced funds, serving institutional investors, financial advisors, and individuals globally. Known for its disciplined, research-driven approach, the firm emphasizes long-term value creation through fundamental analysis and a collaborative team structure, avoiding short-term market trends. With a legacy of innovation and a strong global presence, MFS remains a respected name in the asset management industry, balancing tradition with a focus on sustainable, client-centric investing.
Top Buys
$567M | |
$383M | |
$351M | |
$345M | |
$306M |
Top Sells
$1.38B | |
$891M | |
$795M | |
$790M | |
$712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.5% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.89% |
| # | Name | Market Value | Shares or Principal | Shares Change % | Capital Flow | Portfolio Weight | |
|---|---|---|---|---|---|---|---|
| $11.7B | 31,038,510 -1,612,542 | -5% | -$605M | 3.87% | |||
| $6.32B | 58,350,327 -7,338,656 | -11% | -$795M | 2.1% | |||
| $5.81B | 30,533,962 -682,378 | -2% | -$130M | 1.93% | |||
| $5.77B | 25,966,650 -687,208 | -3% | -$153M | 1.92% | |||
| $5.34B | 9,273,234 +229,717 | +3% | +$132M | 1.78% | |||
| $4.97B | 32,162,251 -5,111,511 | -14% | -$790M | 1.65% | |||
| $4.46B | 18,197,070 -3,634,020 | -17% | -$891M | 1.48% | |||
| $3.92B | 9,832,327 -1,783,997 | -15% | -$712M | 1.3% | |||
| $3.9B | 11,122,577 -1,428,569 | -11% | -$501M | 1.3% | |||
| $3.83B | 11,654,993 +98,715 | +0.9% | +$32.5M | 1.27% | |||
| $3.82B | 13,482,492 -9,858 | -0.1% | -$2.79M | 1.27% | |||
| $3.32B | 7,128,712 -173,716 | -2% | -$80.9M | 1.1% | |||
| $3.1B | 4,603,533 -116,147 | -2% | -$78.2M | 1.03% | |||
| $3.03B | 18,282,410 +448,666 | +3% | +$74.4M | 1.01% | |||
| $2.79B | 8,942,718 -193,395 | -2% | -$60.3M | 0.93% | |||
| $2.78B | 5,072,427 +48,533 | +1% | +$26.6M | 0.92% | |||
| $2.62B | 15,804,699 -1,935,645 | -11% | -$321M | 0.87% | |||
| $2.61B | 24,867,788 -427,649 | -2% | -$44.9M | 0.87% | |||
| $2.46B | 10,097,141 -248,972 | -2% | -$60.8M | 0.82% | |||
| $2.41B | 20,256,504 +1,550,248 | +8% | +$184M | 0.8% | |||
| $2.33B | 7,725,355 -148,022 | -2% | -$44.7M | 0.78% | |||
| $2.32B | 96,871,731 -789,613 | -0.8% | -$18.9M | 0.77% | |||
| $2.28B | 74,421,028 -6,790,507 | -8% | -$208M | 0.76% | |||
| $2.26B | 8,309,949 -720,354 | -8% | -$196M | 0.75% | |||
| $2.21B | 18,107,625 +9,829 | +0.1% | +$1.2M | 0.73% |
