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
| 1 | $567M | |
| 2 | $383M | |
| 3 | $351M | |
| 4 | $345M | |
| 5 | $306M |
Top Sells
| 1 | $1.38B | |
| 2 | $891M | |
| 3 | $795M | |
| 4 | $790M | |
| 5 | $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 | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $269M | 0.09% | 10,351,192 +781,509 | +8% | +$20.3M | |||
| $266M | 0.09% | 4,218,419 +195,466 | +5% | +$12.3M | |||
| $265M | 0.09% | 457,551 -30,749 | -6% | -$17.8M | |||
| $261M | 0.09% | 938,478 -2,503 | -0.3% | -$696K | |||
| $261M | 0.09% | 5,382,709 -123,897 | -2% | -$6M | |||
| $259M | 0.09% | 862,259 -154,047 | -15% | -$46.2M | |||
| $257M | 0.09% | 2,695,763 +6,165 | +0.2% | +$587K | |||
| $250M | 0.08% | 1,191,249 -5,901 | -0.5% | -$1.24M | |||
| $247M | 0.08% | 209,191 -5,090 | -2% | -$6.01M | |||
| $246M | 0.08% | 969,276 -215,800 | -18% | -$54.9M | |||
| $246M | 0.08% | 1,444,713 +305,687 | +27% | +$52.1M | |||
| $246M | 0.08% | 1,218,627 -73,998 | -6% | -$14.9M | |||
| $245M | 0.08% | 2,779,378 -64,128 | -2% | -$5.65M | |||
| $240M | 0.08% | 3,119,211 +20,742 | +0.7% | +$1.59M | |||
| $240M | 0.08% | 17,301,501 -1,141,420 | -6% | -$15.8M | |||
| $238M | 0.08% | 2,740,719 -319,284 | -10% | -$27.8M | |||
| $238M | 0.08% | 1,369,740 -119,651 | -8% | -$20.8M | |||
| $238M | 0.08% | 2,736,988 -13,477 | -0.5% | -$1.17M | |||
| $237M | 0.08% | 1,536,389 -6,638 | -0.4% | -$1.03M | |||
| $236M | 0.08% | 7,098,641 +301,134 | +4% | +$10M | |||
| $231M | 0.08% | 103,749,417 +3,547,203 | +4% | +$7.91M | |||
| $230M | 0.08% | 5,440,069 +666,844 | +14% | +$28.2M | |||
| $230M | 0.08% | 7,826,730 -2,296,335 | -23% | -$67.4M | |||
| $230M | 0.08% | 1,495,358 +17,829 | +1% | +$2.74M | |||
| $229M | 0.08% | 961,560 +5,912 | +0.6% | +$1.41M |
