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 | $567M | |
| 2 | $383M | |
| 3 | $351M | |
| 4 | $345M | |
| 5 | $306M |
Top Sells
| 1 | $1.38B | |
| 2 | $891M | |
| 3 | $795M | |
| 4 | $790M | |
| 5 | $712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.5% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.89% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $197M | 0.07% | 3,470,104 -448,508 | -11% | -$25.5M | |||
| $196M | 0.07% | 1,416,625 -237,360 | -14% | -$32.8M | |||
| $194M | 0.06% | 3,645,201 +274,516 | +8% | +$14.6M | |||
| $193M | 0.06% | 1,972,145 -4,450 | -0.2% | -$436K | |||
| $192M | 0.06% | 1,202,472 -399,384 | -25% | -$63.9M | |||
| $192M | 0.06% | 772,466 +514 | +0.1% | +$127K | |||
| $190M | 0.06% | 8,686,580 +7,067,830 | +437% | +$155M | |||
| $190M | 0.06% | 3,256,815 +2,207,897 | +210% | +$129M | |||
| $188M | 0.06% | 3,782,606 -434,978 | -10% | -$21.7M | |||
| $188M | 0.06% | 533,355 | New | +$188M | |||
| $187M | 0.06% | 707,348 +82,592 | +13% | +$21.9M | |||
| $185M | 0.06% | 4,182,193 +257,730 | +7% | +$11.4M | |||
| $185M | 0.06% | 3,439,526 +516,970 | +18% | +$27.8M | |||
| $185M | 0.06% | 1,481,470 -97,185 | -6% | -$12.1M | |||
| $183M | 0.06% | 5,528,996 -12,325 | -0.2% | -$408K | |||
| $181M | 0.06% | 6,118,701 +2,852,877 | +87% | +$84.6M | |||
| $181M | 0.06% | 2,665,825 -8,011 | -0.3% | -$543K | |||
| $179M | 0.06% | 2,050,774 +50,718 | +3% | +$4.44M | |||
| $179M | 0.06% | 1,742,385 -23,942 | -1% | -$2.46M | |||
| $177M | 0.06% | 3,025,409 +472,847 | +19% | +$27.7M | |||
| $176M | 0.06% | 1,903,478 +150,327 | +9% | +$13.9M | |||
| $176M | 0.06% | 1,799,330 -148,398 | -8% | -$14.5M | |||
| $174M | 0.06% | 4,854,788 +97,600 | +2% | +$3.5M | |||
| $173M | 0.06% | 7,635,253 -50,514 | -0.7% | -$1.15M | |||
| $171M | 0.06% | 1,154,589 -111,440 | -9% | -$16.5M |
