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 |
Meta Platforms (Facebook)
META
|
$1.49B |
| 2 |
Eli Lilly
LLY
|
$784M |
| 3 |
NVIDIA
NVDA
|
$544M |
| 4 |
Spotify
SPOT
|
$510M |
| 5 |
Kenvue
KVUE
|
$493M |
Top Sells
| 1 |
Adobe
ADBE
|
$1.02B |
| 2 |
Thermo Fisher Scientific
TMO
|
$698M |
| 3 |
Danaher
DHR
|
$657M |
| 4 |
Intuit
INTU
|
$622M |
| 5 |
Boston Scientific
BSX
|
$562M |
Sector Composition
| 1 | Technology | 21.36% |
| 2 | Financials | 17.98% |
| 3 | Healthcare | 14.07% |
| 4 | Industrials | 13.34% |
| 5 | Consumer Discretionary | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Everest Group
EG
$14.3B
| $204M | 0.07% |
597,660
-334,969
| -36% | -$115M |
|
252
3M
MMM
$82.7B
| $204M | 0.07% |
2,435,623
-148,543
| -6% | -$12.4M |
|
253
Broadcom
AVGO
$1.58T
| $202M | 0.07% |
2,330,120
+1,211,100
| +108% | +$105M |
|
254
HDFC Bank
HDB
$361B
| $198M | 0.06% |
2,834,078
+45,285
| +2% | +$3.16M |
|
255
Eastman Chemical
EMN
$7.93B
| $197M | 0.06% |
2,355,986
+231,256
| +11% | +$19.4M |
|
256
Ingredion
INGR
$8.24B
| $193M | 0.06% |
1,823,004
+29,366
| +2% | +$3.11M |
|
257
Flex
FLEX
$20.8B
| $191M | 0.06% |
9,174,435
+1,417,503
| +18% | +$29.5M |
|
258
Plains GP Holdings
PAGP
$3.64B
| $191M | 0.06% |
12,849,185
+9,858
| +0.1% | +$146K |
|
259
Diageo
DEO
$61.3B
| $190M | 0.06% |
1,097,660
+58,600
| +6% | +$10.2M |
|
260
PPL Corp
PPL
$26.6B
| $186M | 0.06% |
7,032,826
+1,581,417
| +29% | +$41.8M |
|
261
Organon & Co
OGN
$2.7B
| $184M | 0.06% |
8,844,266
+482,000
| +6% | +$10M |
|
262
DTE Energy
DTE
$28.4B
| $183M | 0.06% |
1,666,396
+90,152
| +6% | +$9.92M |
|
263
CenterPoint Energy
CNP
$24.7B
| $183M | 0.06% |
6,269,422
-1,160,629
| -16% | -$33.8M |
|
264
eBay
EBAY
$42.3B
| $181M | 0.06% |
4,058,873
-248,040
| -6% | -$11.1M |
|
265
Entegris
ENTG
$12.4B
| $178M | 0.06% |
1,610,534
-71,387
| -4% | -$7.91M |
|
266
Manulife Financial
MFC
$52.1B
| $176M | 0.06% |
9,326,274
+585,767
| +7% | +$11.1M |
|
267
PVH
PVH
$4.22B
| $176M | 0.06% |
2,070,424
+23,996
| +1% | +$2.04M |
|
268
Zimmer Biomet
ZBH
$20.9B
| $175M | 0.06% |
1,203,499
+19,407
| +2% | +$2.83M |
|
269
Knight Transportation
KNX
$7B
| $175M | 0.06% |
3,148,024
-73,640
| -2% | -$4.09M |
|
270
AvalonBay Communities
AVB
$27.8B
| $174M | 0.06% |
921,951
-24,305
| -3% | -$4.6M |
|
271
Phillips Edison & Co
PECO
$4.54B
| $174M | 0.06% |
5,108,234
-818,072
| -14% | -$27.9M |
|
272
US Foods
USFD
$17.5B
| $174M | 0.06% |
3,946,838
+1,105,937
| +39% | +$48.7M |
|
273
Republic Services
RSG
$71.7B
| $172M | 0.06% |
1,126,189
+21,573
| +2% | +$3.3M |
|
274
Aramark
ARMK
$10.2B
| $168M | 0.06% |
5,397,598
+86,785
| +2% | +$2.7M |
|
275
Microchip Technology
MCHP
$35.6B
| $166M | 0.05% |
1,857,925
-112,555
| -6% | -$10.1M |
|