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 |
Broadcom
AVGO
|
$889M |
| 2 |
Mastercard
MA
|
$731M |
| 3 |
Nasdaq
NDAQ
|
$612M |
| 4 |
Wells Fargo
WFC
|
$472M |
| 5 |
LPL Financial
LPLA
|
$347M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$1.05B |
| 2 |
Visa
V
|
$948M |
| 3 |
Salesforce
CRM
|
$578M |
| 4 |
Canadian Pacific Kansas City
CP
|
$515M |
| 5 |
Eli Lilly
LLY
|
$482M |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Financials | 20.58% |
| 3 | Industrials | 13.15% |
| 4 | Healthcare | 11.03% |
| 5 | Consumer Discretionary | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Lear
LEA
$5.94B
| $199M | 0.06% |
2,091,375
-266,955
| -11% | -$25.4M |
|
277
Mercado Libre
MELI
$118B
| $198M | 0.06% |
+75,850
| New | +$198M |
|
278
Jones Lang LaSalle
JLL
$14.8B
| $197M | 0.06% |
769,560
-2,906
| -0.4% | -$743K |
|
279
Plains GP Holdings
PAGP
$3.62B
| $197M | 0.06% |
10,117,959
+247,365
| +3% | +$4.81M |
|
280
Synchrony
SYF
$28.1B
| $196M | 0.06% |
2,941,247
+761,263
| +35% | +$50.8M |
|
281
KBR
KBR
$6.33B
| $196M | 0.06% |
4,090,874
+308,268
| +8% | +$14.8M |
|
282
Regions Financial
RF
$24.1B
| $194M | 0.06% |
8,245,179
+393,055
| +5% | +$9.24M |
|
283
Carvana
CVNA
$50.7B
| $193M | 0.06% |
+573,038
| New | +$193M |
|
284
Brunswick
BC
$4.37B
| $192M | 0.06% |
3,482,887
+43,361
| +1% | +$2.4M |
|
285
Mohawk Industries
MHK
$8.63B
| $191M | 0.06% |
1,820,314
+398,349
| +28% | +$41.8M |
|
286
Tradeweb Markets
TW
$25.3B
| $191M | 0.06% |
1,301,903
+147,314
| +13% | +$21.6M |
|
287
Highwoods Properties
HIW
$3.4B
| $190M | 0.06% |
6,096,989
-21,712
| -0.4% | -$675K |
|
288
Cameco
CCJ
$33.4B
| $190M | 0.06% |
2,553,523
+337,670
| +15% | +$25.1M |
|
289
Manulife Financial
MFC
$52.3B
| $188M | 0.06% |
5,889,244
-491,711
| -8% | -$15.7M |
|
290
Yum China
YUMC
$16.2B
| $185M | 0.06% |
4,143,044
-42,261
| -1% | -$1.89M |
|
291
Cognizant
CTSH
$34.5B
| $185M | 0.06% |
2,370,476
+822,675
| +53% | +$64.2M |
|
292
Simon Property Group
SPG
$59B
| $184M | 0.06% |
1,143,826
-44,620
| -4% | -$7.17M |
|
293
Enbridge
ENB
$105B
| $184M | 0.06% |
4,050,066
-132,127
| -3% | -$5.99M |
|
294
International Paper
IP
$24.7B
| $183M | 0.06% |
3,917,218
+272,017
| +7% | +$12.7M |
|
295
Voya Financial
VOYA
$7.31B
| $183M | 0.06% |
2,574,150
-91,675
| -3% | -$6.51M |
|
296
DTE Energy
DTE
$28.1B
| $182M | 0.06% |
1,375,968
-40,657
| -3% | -$5.39M |
|
297
Ingredion
INGR
$8.2B
| $182M | 0.06% |
1,340,015
+121,387
| +10% | +$16.5M |
|
298
Builders FirstSource
BLDR
$16.4B
| $182M | 0.06% |
1,556,151
+74,681
| +5% | +$8.71M |
|
299
PPL Corp
PPL
$26.5B
| $181M | 0.06% |
5,329,420
-596,660
| -10% | -$20.2M |
|
300
Pool Corp
POOL
$12.4B
| $180M | 0.06% |
616,041
+160,878
| +35% | +$46.9M |
|