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 |
Boston Scientific
BSX
|
$527M |
| 2 |
Merck
MRK
|
$516M |
| 3 |
ConocoPhillips
COP
|
$462M |
| 4 |
Masco
MAS
|
$397M |
| 5 |
NXP Semiconductors
NXPI
|
$348M |
Top Sells
| 1 |
Wells Fargo
WFC
|
$636M |
| 2 |
Bank of New York Mellon
BK
|
$447M |
| 3 |
RTX Corp
RTX
|
$428M |
| 4 |
Pfizer
PFE
|
$412M |
| 5 |
3M
MMM
|
$411M |
Sector Composition
| 1 | Technology | 19.84% |
| 2 | Financials | 18.12% |
| 3 | Healthcare | 16.64% |
| 4 | Industrials | 13.63% |
| 5 | Communication Services | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Everest Group
EG
$14.3B
| $130M | 0.06% |
676,585
+38,995
| +6% | +$7.5M |
|
227
NiSource
NI
$19B
| $129M | 0.06% |
5,185,850
+115,798
| +2% | +$2.89M |
|
228
Evergy
EVRG
$16.5B
| $129M | 0.06% |
2,350,507
+50,111
| +2% | +$2.76M |
|
229
Eversource Energy
ES
$23.6B
| $129M | 0.06% |
1,651,256
+55,619
| +3% | +$4.35M |
|
230
Silicon Motion
SIMO
$2.8B
| $128M | 0.06% |
3,481,679
-336,435
| -9% | -$12.3M |
|
231
Hartford Financial Services
HIG
$37B
| $127M | 0.06% |
3,601,524
+55,418
| +2% | +$1.95M |
|
232
Graphic Packaging
GPK
$6.38B
| $126M | 0.06% |
10,301,651
+395,669
| +4% | +$4.83M |
|
233
Extra Space Storage
EXR
$31.3B
| $125M | 0.06% |
1,302,086
-670,683
| -34% | -$64.2M |
|
234
Humana
HUM
$37B
| $122M | 0.06% |
387,306
+122,147
| +46% | +$38.4M |
|
235
Tyler Technologies
TYL
$24.2B
| $121M | 0.06% |
406,564
+35,406
| +10% | +$10.5M |
|
236
O'Reilly Automotive
ORLY
$89B
| $119M | 0.06% |
5,951,805
+169,230
| +3% | +$3.4M |
|
237
Apollo Global Management
APO
$75.3B
| $118M | 0.06% |
3,516,128
-705,919
| -17% | -$23.6M |
|
238
EPAM Systems
EPAM
$9.44B
| $116M | 0.06% |
626,251
+208,349
| +50% | +$38.7M |
|
239
CenterPoint Energy
CNP
$24.7B
| $116M | 0.06% |
7,524,532
-549,629
| -7% | -$8.49M |
|
240
Skechers
SKX
$9.5B
| $116M | 0.06% |
4,865,770
+911,249
| +23% | +$21.6M |
|
241
Vistra
VST
$63.7B
| $115M | 0.05% |
7,218,484
-55,965
| -0.8% | -$893K |
|
242
CGI
GIB
$21.6B
| $115M | 0.05% |
2,110,574
+239,630
| +13% | +$13M |
|
243
Brixmor Property Group
BRX
$8.63B
| $114M | 0.05% |
11,980,808
+1,076,547
| +10% | +$10.2M |
|
244
STAG Industrial
STAG
$6.9B
| $114M | 0.05% |
5,048,208
+383,324
| +8% | +$8.63M |
|
245
Burlington
BURL
$18.4B
| $112M | 0.05% |
708,140
+155,856
| +28% | +$24.7M |
|
246
Corpay
CPAY
$22.4B
| $112M | 0.05% |
598,340
-1,392,655
| -70% | -$260M |
|
247
Home Depot
HD
$417B
| $111M | 0.05% |
+596,886
| New | +$111M |
|
248
Marvell Technology
MRVL
$54.6B
| $110M | 0.05% |
4,860,754
-444,976
| -8% | -$10.1M |
|
|
ILPT
249
Industrial Logistics Properties Trust
ILPT
$407M
| $108M | 0.05% |
6,164,179
+53,237
| +0.9% | +$934K |
|
250
Enbridge
ENB
$105B
| $108M | 0.05% |
3,706,060
-3,051,203
| -45% | -$88.8M |
|