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 |
Walt Disney
DIS
|
$3.51B |
| 2 |
Honeywell
HON
|
$3.1B |
| 3 |
Accenture
ACN
|
$3.09B |
| 4 |
Johnson & Johnson
JNJ
|
$3.05B |
| 5 |
RTX Corp
RTX
|
$3.01B |
Top Sells
Sector Composition
| 1 | Financials | 17.85% |
| 2 | Healthcare | 15.55% |
| 3 | Industrials | 14.53% |
| 4 | Technology | 11.46% |
| 5 | Communication Services | 8.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Zoetis
ZTS
$67.5B
| $102M | 0.07% |
+3,317,015
| New | +$102M |
|
227
Salesforce
CRM
$244B
| $100M | 0.07% |
+2,619,608
| New | +$100M |
|
228
Portland General Electric
POR
$4.67B
| $99.5M | 0.07% |
+3,253,170
| New | +$99.5M |
|
229
Polaris
PII
$3.22B
| $98.4M | 0.07% |
+1,035,494
| New | +$98.4M |
|
230
NXP Semiconductors
NXPI
$56.9B
| $98.2M | 0.07% |
+3,166,660
| New | +$98.2M |
|
231
Cooper Companies
COO
$13.2B
| $97.1M | 0.07% |
+815,783
| New | +$97.1M |
|
232
SBA Communications
SBAC
$21.5B
| $96.6M | 0.07% |
+1,302,707
| New | +$96.6M |
|
|
GXP
233
DELISTED
Great Plains Energy Incorporated
GXP
| $95.8M | 0.06% |
+4,252,137
| New | +$95.8M |
|
234
WEC Energy
WEC
$34.3B
| $95.6M | 0.06% |
+2,332,348
| New | +$95.6M |
|
|
VR
235
DELISTED
Validus Hold Ltd
VR
| $95.4M | 0.06% |
+2,641,043
| New | +$95.4M |
|
236
Rockwell Automation
ROK
$37.8B
| $94.7M | 0.06% |
+1,139,035
| New | +$94.7M |
|
237
Autoliv
ALV
$9.51B
| $94.3M | 0.06% |
+1,217,860
| New | +$94.3M |
|
|
AGN
238
DELISTED
ALLERGAN INC
AGN
| $91.6M | 0.06% |
+1,086,905
| New | +$91.6M |
|
239
Alliant Energy
LNT
$16.6B
| $90.6M | 0.06% |
+1,797,865
| New | +$90.6M |
|
|
FTR
240
DELISTED
Frontier Communications Corp.
FTR
| $89.5M | 0.06% |
+22,096,987
| New | +$89.5M |
|
|
ITC
241
DELISTED
ITC HOLDINGS CORP
ITC
| $89.3M | 0.06% |
+978,250
| New | +$89.3M |
|
242
Marathon Petroleum
MPC
$54.1B
| $88.6M | 0.06% |
+1,247,286
| New | +$88.6M |
|
|
SWFT
243
DELISTED
Swift Transportation Company
SWFT
| $88.5M | 0.06% |
+5,350,839
| New | +$88.5M |
|
|
QEP
244
DELISTED
QEP RESOURCES, INC.
QEP
| $88.2M | 0.06% |
+3,175,670
| New | +$88.2M |
|
245
iShares US Real Estate ETF
IYR
$3.69B
| $87.7M | 0.06% |
+1,320,000
| New | +$87.7M |
|
246
Harley-Davidson
HOG
$3.57B
| $87.1M | 0.06% |
+1,589,635
| New | +$87.1M |
|
247
Vale
VALE
$43.7B
| $86.7M | 0.06% |
+6,595,159
| New | +$86.7M |
|
248
Nice
NICE
$8.47B
| $86.4M | 0.06% |
+2,340,913
| New | +$86.4M |
|
|
POT
249
DELISTED
Potash Corp Of Saskatchewan
POT
| $86.1M | 0.06% |
+2,258,842
| New | +$86.1M |
|
|
LLTC
250
DELISTED
Linear Technology Corp
LLTC
| $85.1M | 0.06% |
+2,310,714
| New | +$85.1M |
|