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 |
Microsoft
MSFT
|
$511M |
| 2 |
Lowe's Companies
LOW
|
$397M |
| 3 |
Amazon
AMZN
|
$329M |
| 4 |
Match Group
MTCH
|
$276M |
| 5 |
Goldman Sachs
GS
|
$276M |
Top Sells
| 1 |
FirstEnergy
FE
|
$742M |
| 2 |
Fiserv
FI
|
$467M |
| 3 |
Qiagen
QGEN
|
$391M |
| 4 |
Fidelity National Information Services
FIS
|
$378M |
| 5 |
Accenture
ACN
|
$370M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 16.55% |
| 3 | Healthcare | 16.09% |
| 4 | Industrials | 13.18% |
| 5 | Communication Services | 8.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Pool Corp
POOL
$12.4B
| $187M | 0.07% |
558,038
+204,633
| +58% | +$68.5M |
|
227
AES
AES
$9.21B
| $185M | 0.07% |
10,198,675
-1,171,779
| -10% | -$21.2M |
|
228
W.P. Carey
WPC
$14.9B
| $185M | 0.07% |
2,892,512
+124,484
| +4% | +$7.94M |
|
|
LSI
229
DELISTED
Life Storage, Inc.
LSI
| $184M | 0.07% |
2,618,082
-123,905
| -5% | -$8.7M |
|
230
West Pharmaceutical
WST
$18B
| $181M | 0.07% |
659,321
+172,414
| +35% | +$47.4M |
|
231
LKQ Corp
LKQ
$8.33B
| $180M | 0.07% |
6,502,777
+941,323
| +17% | +$26.1M |
|
|
EVBG
232
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $180M | 0.07% |
1,432,062
+354,213
| +33% | +$44.5M |
|
233
FMC
FMC
$4.72B
| $179M | 0.07% |
1,693,347
+13,459
| +0.8% | +$1.43M |
|
234
CenterPoint Energy
CNP
$24.7B
| $178M | 0.06% |
9,198,778
-393,820
| -4% | -$7.62M |
|
235
ScottsMiracle-Gro
SMG
$3.64B
| $177M | 0.06% |
1,158,695
+248,705
| +27% | +$38M |
|
236
Tyler Technologies
TYL
$24.2B
| $176M | 0.06% |
504,943
+41,746
| +9% | +$14.6M |
|
237
Quanta Services
PWR
$55.5B
| $175M | 0.06% |
3,311,884
-514,809
| -13% | -$27.2M |
|
238
Axalta
AXTA
$6.89B
| $174M | 0.06% |
7,838,543
-744,934
| -9% | -$16.5M |
|
239
Domino's
DPZ
$15.7B
| $173M | 0.06% |
405,993
+85,319
| +27% | +$36.3M |
|
240
Eastman Chemical
EMN
$7.93B
| $173M | 0.06% |
2,208,466
+52,063
| +2% | +$4.07M |
|
241
CGI
GIB
$21.6B
| $169M | 0.06% |
2,500,887
+486,970
| +24% | +$33M |
|
242
UnitedHealth
UNH
$286B
| $169M | 0.06% |
543,572
-212,114
| -28% | -$66.1M |
|
243
HDFC Bank
HDB
$361B
| $164M | 0.06% |
3,287,167
+267,128
| +9% | +$13.3M |
|
244
Cboe Global Markets
CBOE
$24.3B
| $164M | 0.06% |
+1,866,531
| New | +$164M |
|
245
TC Energy
TRP
$53.9B
| $164M | 0.06% |
3,896,437
-109,425
| -3% | -$4.6M |
|
246
IDEX
IEX
$12.4B
| $164M | 0.06% |
897,347
+721,220
| +409% | +$132M |
|
247
General Mills
GIS
$27B
| $164M | 0.06% |
2,651,790
+134,539
| +5% | +$8.3M |
|
248
Apollo Global Management
APO
$75.3B
| $162M | 0.06% |
3,624,291
-116,193
| -3% | -$5.2M |
|
249
STAG Industrial
STAG
$6.9B
| $160M | 0.06% |
5,239,145
-70,660
| -1% | -$2.15M |
|
250
Everest Group
EG
$14.3B
| $158M | 0.06% |
798,476
+11,434
| +1% | +$2.26M |
|