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 |
Exxon Mobil
XOM
|
+$1.63B |
| 2 |
Qualcomm
QCOM
|
+$607M |
| 3 |
GE Aerospace
GE
|
+$580M |
| 4 |
Salesforce
CRM
|
+$494M |
| 5 |
Chevron
CVX
|
+$477M |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$1.69B |
| 2 |
Comcast
CMCSA
|
+$1.26B |
| 3 |
Boston Scientific
BSX
|
+$1.14B |
| 4 |
NVIDIA
NVDA
|
+$1.03B |
| 5 |
Flutter Entertainment
FLUT
|
+$828M |
Sector Composition
| 1 | Technology | 23.99% |
| 2 | Financials | 18.51% |
| 3 | Healthcare | 12.55% |
| 4 | Industrials | 12.27% |
| 5 | Consumer Discretionary | 6.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Bio-Techne
TECH
$8.35B
| $186M | 0.06% |
2,589,799
+88,257
| +4% | +$6.32M |
|
277
DTE Energy
DTE
$28.1B
| $185M | 0.06% |
1,667,111
+59,811
| +4% | +$6.64M |
|
278
Nice
NICE
$8.85B
| $182M | 0.06% |
1,056,537
+117,749
| +13% | +$20.2M |
|
279
Atmos Energy
ATO
$26.4B
| $181M | 0.06% |
1,550,227
+19,981
| +1% | +$2.33M |
|
280
Veralto
VLTO
$26.1B
| $181M | 0.06% |
1,892,319
-43,818
| -2% | -$4.18M |
|
281
Factset
FDS
$14.1B
| $180M | 0.06% |
441,883
-2,355
| -0.5% | -$961K |
|
282
Cooper Companies
COO
$13.5B
| $180M | 0.06% |
2,061,709
-151,610
| -7% | -$13.2M |
|
283
Corning
GLW
$62.1B
| $180M | 0.06% |
4,627,889
-133,843
| -3% | -$5.2M |
|
284
PPL Corp
PPL
$26.5B
| $179M | 0.05% |
6,456,813
-77,970
| -1% | -$2.16M |
|
285
W.P. Carey
WPC
$14.7B
| $178M | 0.05% |
3,240,705
+588,636
| +22% | +$32.4M |
|
286
VICI Properties
VICI
$35.2B
| $177M | 0.05% |
6,182,793
-62,973
| -1% | -$1.8M |
|
287
Everest Group
EG
$14.2B
| $175M | 0.05% |
460,233
-3,642
| -0.8% | -$1.39M |
|
288
AGCO
AGCO
$8.07B
| $175M | 0.05% |
1,791,202
+391,591
| +28% | +$38.3M |
|
289
CenterPoint Energy
CNP
$24.5B
| $175M | 0.05% |
5,650,410
-57,913
| -1% | -$1.79M |
|
290
Ingredion
INGR
$8.19B
| $172M | 0.05% |
1,502,758
-5,305
| -0.4% | -$608K |
|
291
STAG Industrial
STAG
$6.78B
| $172M | 0.05% |
4,777,619
-445,626
| -9% | -$16.1M |
|
292
Lear
LEA
$5.87B
| $172M | 0.05% |
1,506,839
+32,275
| +2% | +$3.69M |
|
293
ITT
ITT
$13.3B
| $171M | 0.05% |
1,325,361
-319,758
| -19% | -$41.3M |
|
294
Hanover Insurance
THG
$6.38B
| $168M | 0.05% |
1,341,253
+70,161
| +6% | +$8.8M |
|
295
Aramark
ARMK
$10.1B
| $167M | 0.05% |
4,899,786
-49,982
| -1% | -$1.7M |
|
296
Shopify
SHOP
$187B
| $167M | 0.05% |
2,522,793
-34,329
| -1% | -$2.27M |
|
297
Canadian Natural Resources
CNQ
$64.5B
| $166M | 0.05% |
4,668,848
-25,474
| -0.5% | -$907K |
|
298
Cognizant
CTSH
$34.5B
| $164M | 0.05% |
2,412,208
-547,586
| -19% | -$37.2M |
|
299
AES
AES
$9.09B
| $164M | 0.05% |
9,318,245
-54,113
| -0.6% | -$951K |
|
300
Regions Financial
RF
$23.9B
| $164M | 0.05% |
8,164,927
-68,530
| -0.8% | -$1.37M |
|