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 |
Willis Towers Watson
WTW
|
$462M |
| 2 |
Advanced Micro Devices
AMD
|
$382M |
| 3 |
Prologis
PLD
|
$325M |
| 4 |
Corteva
CTVA
|
$323M |
| 5 |
Exelon
EXC
|
$297M |
Top Sells
| 1 |
Thermo Fisher Scientific
TMO
|
$668M |
| 2 |
Danaher
DHR
|
$639M |
| 3 |
PPG Industries
PPG
|
$501M |
| 4 |
UBS Group
UBS
|
$432M |
| 5 |
Equifax
EFX
|
$412M |
Sector Composition
| 1 | Technology | 20.07% |
| 2 | Financials | 18.5% |
| 3 | Healthcare | 14.93% |
| 4 | Industrials | 13.39% |
| 5 | Consumer Discretionary | 6.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
eBay
EBAY
$42.3B
| $191M | 0.07% |
4,306,913
-437,832
| -9% | -$19.4M |
|
252
Veeva Systems
VEEV
$44.7B
| $189M | 0.06% |
1,030,405
+242,049
| +31% | +$44.5M |
|
253
Diageo
DEO
$61.3B
| $188M | 0.06% |
1,039,060
+94,444
| +10% | +$17.1M |
|
254
HDFC Bank
HDB
$361B
| $186M | 0.06% |
2,788,793
+65,861
| +2% | +$4.39M |
|
255
Weyerhaeuser
WY
$18.9B
| $186M | 0.06% |
6,168,850
-698,181
| -10% | -$21M |
|
256
Ingredion
INGR
$8.24B
| $182M | 0.06% |
1,793,638
+15,466
| +0.9% | +$1.57M |
|
257
PVH
PVH
$4.22B
| $182M | 0.06% |
2,046,428
-94,422
| -4% | -$8.42M |
|
258
Knight Transportation
KNX
$7B
| $182M | 0.06% |
3,221,664
+111,064
| +4% | +$6.28M |
|
259
ON Semiconductor
ON
$20.1B
| $179M | 0.06% |
2,180,373
+18,782
| +0.9% | +$1.55M |
|
260
Eastman Chemical
EMN
$7.93B
| $179M | 0.06% |
2,124,730
+18,333
| +0.9% | +$1.55M |
|
261
Exxon Mobil
XOM
$466B
| $179M | 0.06% |
1,631,750
+280,557
| +21% | +$30.8M |
|
262
Zebra Technologies
ZBRA
$16B
| $175M | 0.06% |
551,364
+3,617
| +0.7% | +$1.15M |
|
263
Mettler-Toledo International
MTD
$26.9B
| $175M | 0.06% |
114,129
+1,170
| +1% | +$1.79M |
|
264
DTE Energy
DTE
$28.4B
| $173M | 0.06% |
1,576,244
+46,737
| +3% | +$5.12M |
|
265
Assurant
AIZ
$10.7B
| $169M | 0.06% |
1,410,341
+10,510
| +0.8% | +$1.26M |
|
266
Targa Resources
TRGP
$34.9B
| $169M | 0.06% |
2,316,551
+55,606
| +2% | +$4.06M |
|
267
Plains GP Holdings
PAGP
$3.64B
| $168M | 0.06% |
12,839,327
-197,744
| -2% | -$2.59M |
|
268
WNS Holdings
WNS
$3.24B
| $168M | 0.06% |
1,802,432
+415,214
| +30% | +$38.7M |
|
269
Microchip Technology
MCHP
$35.6B
| $165M | 0.06% |
1,970,480
-198,139
| -9% | -$16.6M |
|
270
Maravai LifeSciences
MRVI
$363M
| $165M | 0.06% |
11,757,487
-1,290,473
| -10% | -$18.1M |
|
271
M&T Bank
MTB
$31.2B
| $161M | 0.06% |
1,350,259
+237,456
| +21% | +$28.4M |
|
|
AZEK
272
DELISTED
The AZEK Co
AZEK
| $161M | 0.06% |
6,857,154
-1,745,511
| -20% | -$41.1M |
|
273
Idexx Laboratories
IDXX
$51.4B
| $161M | 0.06% |
322,256
-15,164
| -4% | -$7.58M |
|
274
Manulife Financial
MFC
$52.1B
| $160M | 0.05% |
8,740,507
-792,086
| -8% | -$14.5M |
|
275
AvalonBay Communities
AVB
$27.8B
| $159M | 0.05% |
946,256
+27,509
| +3% | +$4.62M |
|