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 |
Wells Fargo
WFC
|
+$567M |
| 2 |
Netflix
NFLX
|
+$383M |
| 3 |
CBRE Group
CBRE
|
+$351M |
| 4 |
PNC Financial Services
PNC
|
+$345M |
| 5 |
Starbucks
SBUX
|
+$306M |
Top Sells
| 1 |
Tesla
TSLA
|
+$1.38B |
| 2 |
JPMorgan Chase
JPM
|
+$891M |
| 3 |
NVIDIA
NVDA
|
+$795M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$790M |
| 5 |
Aon
AON
|
+$712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.42% |
| 3 | Industrials | 12.36% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Skechers
SKX
$9.5B
| $197M | 0.07% |
3,470,104
-448,508
| -11% | -$25.5M |
|
277
DTE Energy
DTE
$28B
| $196M | 0.07% |
1,416,625
-237,360
| -14% | -$32.8M |
|
278
International Paper
IP
$24.7B
| $194M | 0.06% |
3,645,201
+274,516
| +8% | +$14.6M |
|
279
Global Payments
GPN
$20.7B
| $193M | 0.06% |
1,972,145
-4,450
| -0.2% | -$436K |
|
280
Diamondback Energy
FANG
$40.1B
| $192M | 0.06% |
1,202,472
-399,384
| -25% | -$63.9M |
|
281
Jones Lang LaSalle
JLL
$14.6B
| $192M | 0.06% |
772,466
+514
| +0.1% | +$127K |
|
282
Coupang
CPNG
$59.9B
| $190M | 0.06% |
8,686,580
+7,067,830
| +437% | +$155M |
|
283
Roblox
RBLX
$91.9B
| $190M | 0.06% |
3,256,815
+2,207,897
| +210% | +$129M |
|
284
KBR
KBR
$6.33B
| $188M | 0.06% |
3,782,606
-434,978
| -10% | -$21.7M |
|
285
CrowdStrike
CRWD
$108B
| $188M | 0.06% |
+533,355
| New | +$188M |
|
286
Humana
HUM
$31.9B
| $187M | 0.06% |
707,348
+82,592
| +13% | +$21.9M |
|
287
Enbridge
ENB
$106B
| $185M | 0.06% |
4,182,193
+257,730
| +7% | +$11.4M |
|
288
Brunswick
BC
$4.19B
| $185M | 0.06% |
3,439,526
+516,970
| +18% | +$27.8M |
|
289
Builders FirstSource
BLDR
$15.5B
| $185M | 0.06% |
1,481,470
-97,185
| -6% | -$12.1M |
|
290
Flex
FLEX
$21.4B
| $183M | 0.06% |
5,528,996
-12,325
| -0.2% | -$408K |
|
291
Highwoods Properties
HIW
$3.42B
| $181M | 0.06% |
6,118,701
+2,852,877
| +87% | +$84.6M |
|
292
Voya Financial
VOYA
$7.25B
| $181M | 0.06% |
2,665,825
-8,011
| -0.3% | -$543K |
|
293
Pentair
PNR
$18.1B
| $179M | 0.06% |
2,050,774
+50,718
| +3% | +$4.44M |
|
294
NetEase
NTES
$91.9B
| $179M | 0.06% |
1,742,385
-23,942
| -1% | -$2.46M |
|
295
Bio-Techne
TECH
$8.31B
| $177M | 0.06% |
3,025,409
+472,847
| +19% | +$27.7M |
|
296
AGCO
AGCO
$8.08B
| $176M | 0.06% |
1,903,478
+150,327
| +9% | +$13.9M |
|
297
Federal Realty Investment Trust
FRT
$8.67B
| $176M | 0.06% |
1,799,330
-148,398
| -8% | -$14.5M |
|
298
Lincoln National
LNC
$7.83B
| $174M | 0.06% |
4,854,788
+97,600
| +2% | +$3.5M |
|
299
Intel
INTC
$114B
| $173M | 0.06% |
7,635,253
-50,514
| -0.7% | -$1.15M |
|
300
Tradeweb Markets
TW
$25.3B
| $171M | 0.06% |
1,154,589
-111,440
| -9% | -$16.5M |
|