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 |
Tesla
TSLA
|
$2.31B |
| 2 |
Atlassian
TEAM
|
$687M |
| 3 |
Autodesk
ADSK
|
$682M |
| 4 |
Netflix
NFLX
|
$663M |
| 5 |
Boeing
BA
|
$620M |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.37B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.24B |
| 3 |
Visa
V
|
$898M |
| 4 |
Cadence Design Systems
CDNS
|
$791M |
| 5 |
JPMorgan Chase
JPM
|
$745M |
Sector Composition
| 1 | Technology | 22.04% |
| 2 | Financials | 20.25% |
| 3 | Industrials | 12.49% |
| 4 | Healthcare | 11.1% |
| 5 | Consumer Discretionary | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Permian Resources
PR
$10.2B
| $265M | 0.08% |
18,442,921
+291,444
| +2% | +$4.19M |
|
227
Skechers
SKX
$9.49B
| $263M | 0.08% |
3,918,612
-444,778
| -10% | -$29.9M |
|
228
Allegion
ALLE
$14.4B
| $263M | 0.08% |
2,010,472
+105,840
| +6% | +$13.8M |
|
229
Diamondback Energy
FANG
$43.4B
| $262M | 0.08% |
1,601,856
-351,566
| -18% | -$57.6M |
|
230
Mettler-Toledo International
MTD
$26.3B
| $262M | 0.08% |
214,281
+74,187
| +53% | +$90.8M |
|
231
Graphic Packaging
GPK
$6.51B
| $260M | 0.08% |
9,569,683
-34,737
| -0.4% | -$943K |
|
232
Eastman Chemical
EMN
$7.97B
| $260M | 0.08% |
2,843,506
+109,316
| +4% | +$9.98M |
|
233
Leidos
LDOS
$23.2B
| $259M | 0.08% |
1,799,770
-353,650
| -16% | -$50.9M |
|
234
Ascendis Pharma
ASND
$12.1B
| $257M | 0.08% |
1,867,551
+565
| +0% | +$77.8K |
|
235
Assurant
AIZ
$10.8B
| $255M | 0.08% |
1,197,150
-204,457
| -15% | -$43.6M |
|
236
DraftKings
DKNG
$23.8B
| $253M | 0.08% |
6,797,507
+1,036,763
| +18% | +$38.6M |
|
237
Digital Realty Trust
DLR
$55.6B
| $249M | 0.08% |
1,405,795
-31,860
| -2% | -$5.65M |
|
238
TKO Group
TKO
$15.2B
| $249M | 0.08% |
1,752,496
+47,768
| +3% | +$6.79M |
|
239
Stanley Black & Decker
SWK
$11.1B
| $249M | 0.08% |
3,098,469
+129,614
| +4% | +$10.4M |
|
240
Live Nation Entertainment
LYV
$38.4B
| $249M | 0.08% |
1,919,630
+496,202
| +35% | +$64.3M |
|
241
Toll Brothers
TOL
$13.3B
| $245M | 0.08% |
1,942,197
-113,867
| -6% | -$14.3M |
|
242
KBR
KBR
$6.47B
| $244M | 0.08% |
4,217,584
-238,271
| -5% | -$13.8M |
|
243
East-West Bancorp
EWBC
$14.6B
| $243M | 0.08% |
2,541,965
-176,818
| -7% | -$16.9M |
|
244
Jacobs Solutions
J
$17.4B
| $242M | 0.08% |
1,809,207
+157,086
| +10% | +$21M |
|
245
JB Hunt Transport Services
JBHT
$14B
| $238M | 0.08% |
1,397,140
-32,252
| -2% | -$5.5M |
|
246
Hanover Insurance
THG
$6.29B
| $230M | 0.07% |
1,489,391
+4,799
| +0.3% | +$742K |
|
247
Pinnacle West Capital
PNW
$10.6B
| $228M | 0.07% |
2,689,598
-15,871
| -0.6% | -$1.35M |
|
248
Wingstop
WING
$8.9B
| $228M | 0.07% |
801,732
+154,055
| +24% | +$43.8M |
|
249
Qualcomm
QCOM
$171B
| $227M | 0.07% |
1,477,529
-490,625
| -25% | -$75.4M |
|
250
PVH
PVH
$4.13B
| $226M | 0.07% |
2,138,373
-390,746
| -15% | -$41.3M |
|