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 | +$2.54B | |
| 2 | +$500M | |
| 3 | +$489M | |
| 4 |
Danaher
DHR
|
+$487M |
| 5 |
Monster Beverage
MNST
|
+$438M |
Top Sells
| 1 | +$1.9B | |
| 2 | +$1.65B | |
| 3 | +$1.63B | |
| 4 |
NVIDIA
NVDA
|
+$850M |
| 5 |
Mondelez International
MDLZ
|
+$738M |
Sector Composition
| 1 | Technology | 23.02% |
| 2 | Financials | 19.96% |
| 3 | Industrials | 12.58% |
| 4 | Healthcare | 11.72% |
| 5 | Consumer Discretionary | 7.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Digital Realty Trust
DLR
$62.2B
| $186M | 0.06% |
1,200,375
-317,006
|
|
||
277
Electronic Arts
EA
$50.4B
| $186M | 0.06% |
908,465
-866,506
|
|
||
278
SLM Corp
SLM
$3.84B
| $185M | 0.06% |
6,853,426
+711,379
|
|
||
279
Airbnb
ABNB
$81.9B
| $185M | 0.06% |
+1,362,694
|
|
||
280
Simon Property Group
SPG
$66B
| $184M | 0.06% |
994,380
-235,774
|
|
||
281
Avery Dennison
AVY
$14.5B
| $183M | 0.06% |
1,008,727
+41,714
|
|
||
282
Mercado Libre
MELI
$90.5B
| $183M | 0.06% |
91,020
+4,321
|
|
||
283
Plains GP Holdings
PAGP
$4.61B
| $183M | 0.06% |
9,537,077
-401,450
|
|
||
284
PPG Industries
PPG
$26.3B
| $182M | 0.06% |
1,778,359
-156,737
|
|
||
285
Albertsons Companies
ACI
$8.83B
| $182M | 0.06% |
10,597,903
+1,209,583
|
|
||
286
Tyler Technologies
TYL
$15.8B
| $182M | 0.06% |
399,969
-448,417
|
|
||
287
Columbia Banking Systems
COLB
$8.46B
| $179M | 0.06% |
6,415,370
-1,080,410
|
|
||
288
PPL Corp
PPL
$28.9B
| $179M | 0.06% |
5,107,350
-56,975
|
|
||
289
Mohawk Industries
MHK
$7.06B
| $179M | 0.06% |
1,633,958
-195,872
|
|
||
290
Phillips 66
PSX
$65.8B
| $177M | 0.06% |
1,371,804
+199,646
|
|
||
291
Charles River Laboratories
CRL
$8.83B
| $176M | 0.06% |
+884,691
|
|
||
292
VICI Properties
VICI
$32B
| $173M | 0.06% |
6,135,676
-269,789
|
|
||
293
CGI
GIB
$15.7B
| $172M | 0.06% |
1,859,522
-25,239
|
|
||
294
Eastman Chemical
EMN
$8.37B
| $170M | 0.05% |
2,658,099
-113,091
|
|
||
295
Hexcel
HXL
$6.91B
| $169M | 0.05% |
2,289,145
+428,541
|
|
||
296
Ameren
AEE
$31.3B
| $169M | 0.05% |
1,692,149
-95,129
|
|
||
297
NetEase
NTES
$74B
| $168M | 0.05% |
1,217,124
-34,021
|
|
||
298
Royal Caribbean
RCL
$79.3B
| $166M | 0.05% |
594,080
-131,481
|
|
||
299
Petrobras Class A
PBR.A
$99.3B
| $163M | 0.05% |
14,467,014
-82,386
|
|
||
300
Graphic Packaging
GPK
$3.33B
| $162M | 0.05% |
10,760,219
-462,033
|
|