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 | |
|---|---|---|---|---|---|---|---|
| $227M | 0.08% | 2,524,935 -17,030 | -0.7% | -$1.53M | |||
| $221M | 0.07% | 4,243,570 -47,762 | -1% | -$2.49M | |||
| $218M | 0.07% | 3,194,829 +2,015,971 | +171% | +$138M | |||
| $218M | 0.07% | 4,185,305 +56,288 | +1% | +$2.93M | |||
| $216M | 0.07% | 1,637,413 -30,674 | -2% | -$4.05M | |||
| $216M | 0.07% | 1,966,453 +1,333,839 | +211% | +$146M | |||
| $214M | 0.07% | 5,926,080 -531,989 | -8% | -$19.2M | |||
| $213M | 0.07% | 804,254 +728,751 | +965% | +$193M | |||
| $211M | 0.07% | 7,947,050 -45,550 | -0.6% | -$1.21M | |||
| $211M | 0.07% | 9,870,594 -77,837 | -0.8% | -$1.66M | |||
| $208M | 0.07% | 2,358,330 +145,751 | +7% | +$12.9M | |||
| $207M | 0.07% | 1,444,363 +38,568 | +3% | +$5.53M | |||
| $206M | 0.07% | 1,019,658 +621,734 | +156% | +$125M | |||
| $204M | 0.07% | 1,933,583 -8,614 | -0.4% | -$910K | |||
| $204M | 0.07% | 2,288,128 +2,246,808 | +5,438% | +$200M | |||
| $204M | 0.07% | 1,686,357 -122,850 | -7% | -$14.9M | |||
| $202M | 0.07% | 2,028,147 +133,750 | +7% | +$13.4M | |||
| $201M | 0.07% | 6,177,041 -13,715 | -0.2% | -$447K | |||
| $201M | 0.07% | 552,972 +56,410 | +11% | +$20.5M | |||
| $201M | 0.07% | 3,360,234 +643,571 | +24% | +$38.5M | |||
| $200M | 0.07% | 5,506,915 +1,230 | +0% | +$44.6K | |||
| $199M | 0.07% | 15,281,415 -80,560 | -0.5% | -$1.05M | |||
| $199M | 0.07% | 3,330,430 -150,330 | -4% | -$8.99M | |||
| $199M | 0.07% | 6,380,955 +239,921 | +4% | +$7.47M | |||
| $197M | 0.07% | 1,188,446 | New | +$197M |
