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 | +$591M | |
| 2 | +$442M | |
| 3 | +$370M | |
| 4 |
General Dynamics
GD
|
+$346M |
| 5 |
O'Reilly Automotive
ORLY
|
+$260M |
Top Sells
| 1 | +$1.11B | |
| 2 | +$595M | |
| 3 | +$517M | |
| 4 |
Accenture
ACN
|
+$495M |
| 5 |
Danaher
DHR
|
+$432M |
Sector Composition
| 1 | Financials | 19.11% |
| 2 | Technology | 18.72% |
| 3 | Healthcare | 16.46% |
| 4 | Industrials | 13.35% |
| 5 | Consumer Discretionary | 6.91% |