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 | +$282M | |
| 2 | +$198M | |
| 3 | +$195M | |
| 4 |
Bristol-Myers Squibb
BMY
|
+$180M |
| 5 |
State Street
STT
|
+$153M |
Top Sells
| 1 | +$4.42B | |
| 2 | +$370M | |
| 3 | +$281M | |
| 4 |
Eli Lilly
LLY
|
+$274M |
| 5 |
Accenture
ACN
|
+$258M |
Sector Composition
| 1 | Financials | 20.62% |
| 2 | Technology | 17.34% |
| 3 | Healthcare | 15.71% |
| 4 | Industrials | 11.86% |
| 5 | Communication Services | 8.04% |