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 | +$890M | |
| 2 | +$686M | |
| 3 | +$595M | |
| 4 |
Honeywell
HON
|
+$425M |
| 5 |
Salesforce
CRM
|
+$422M |
Top Sells
| 1 | +$3.06B | |
| 2 | +$1.13B | |
| 3 | +$705M | |
| 4 |
Johnson & Johnson
JNJ
|
+$688M |
| 5 |
Aptiv
APTV
|
+$671M |
Sector Composition
| 1 | Technology | 22.05% |
| 2 | Financials | 18.97% |
| 3 | Industrials | 13.79% |
| 4 | Healthcare | 11.79% |
| 5 | Consumer Discretionary | 6.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Eastman Chemical
EMN
$8.05B
| $199M | 0.07% |
2,611,987
-46,112
|
|
||
252
Brookfield Asset Management
BAM
$71.7B
| $198M | 0.07% |
3,886,049
-620,159
|
|
||
253
Bio-Techne
TECH
$9.22B
| $197M | 0.07% |
3,733,248
-279,570
|
|
||
254
Hexcel
HXL
$7.2B
| $194M | 0.07% |
2,400,119
+110,974
|
|
||
255
Delta Air Lines
DAL
$59.6B
| $193M | 0.06% |
2,905,463
-200,461
|
|
||
256
Simon Property Group
SPG
$72B
| $193M | 0.06% |
972,504
-21,876
|
|
||
257
PPL Corp
PPL
$27.8B
| $192M | 0.06% |
5,010,821
-96,529
|
|
||
258
Trimble
TRMB
$11.7B
| $189M | 0.06% |
2,899,214
-1,318,528
|
|
||
259
Popular Inc
BPOP
$10.7B
| $188M | 0.06% |
1,380,925
-172,691
|
|
||
260
Brookfield
BN
$95.9B
| $187M | 0.06% |
3,632,320
+109,028
|
|
||
261
East-West Bancorp
EWBC
$17.9B
| $187M | 0.06% |
1,749,629
-69,747
|
|
||
262
Regions Financial
RF
$25.2B
| $186M | 0.06% |
7,121,866
-212,881
|
|
||
263
Kinross Gold
KGC
$28.3B
| $185M | 0.06% |
4,889,216
+969,117
|
|
||
264
Brixmor Property Group
BRX
$9.8B
| $185M | 0.06% |
6,411,407
-1,280,565
|
|
||
265
MACOM Technology Solutions
MTSI
$28.5B
| $184M | 0.06% |
828,448
+360,651
|
|
||
266
Booking.com
BKNG
$140B
| $184M | 0.06% |
1,074,075
+46,700
|
|
||
267
Avery Dennison
AVY
$12.5B
| $180M | 0.06% |
1,041,969
+33,242
|
|
||
268
Antero Resources
AR
$10.8B
| $179M | 0.06% |
4,227,927
+239,627
|
|
||
269
Vertiv
VRT
$122B
| $179M | 0.06% |
713,038
+812
|
|
||
270
Petrobras Class A
PBR.A
$95B
| $179M | 0.06% |
9,300,600
-5,166,414
|
|
||
271
DTE Energy
DTE
$31.4B
| $177M | 0.06% |
1,211,880
-2,035
|
|
||
272
Pinduoduo
PDD
$108B
| $176M | 0.06% |
1,748,238
+488,326
|
|
||
273
Rexford Industrial Realty
REXR
$7.6B
| $175M | 0.06% |
5,222,025
-1,036,249
|
|
||
274
NetEase
NTES
$75.4B
| $172M | 0.06% |
1,376,648
+159,524
|
|
||
275
Mercado Libre
MELI
$84.1B
| $169M | 0.06% |
96,107
+5,087
|
|