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 | +$889M | |
| 2 | +$731M | |
| 3 | +$612M | |
| 4 |
Wells Fargo
WFC
|
+$472M |
| 5 |
LPL Financial
LPLA
|
+$347M |
Top Sells
| 1 | +$1.05B | |
| 2 | +$948M | |
| 3 | +$578M | |
| 4 |
Canadian Pacific Kansas City
CP
|
+$515M |
| 5 |
Eli Lilly
LLY
|
+$482M |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Financials | 20.58% |
| 3 | Industrials | 13.15% |
| 4 | Healthcare | 11.03% |
| 5 | Consumer Discretionary | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Lear
LEA
$5.53B
| $199M | 0.06% |
2,091,375
-266,955
|
|
||
277
Mercado Libre
MELI
$117B
| $198M | 0.06% |
+75,850
|
|
||
278
Jones Lang LaSalle
JLL
$14.2B
| $197M | 0.06% |
769,560
-2,906
|
|
||
279
Plains GP Holdings
PAGP
$3.43B
| $197M | 0.06% |
10,117,959
+247,365
|
|
||
280
Synchrony
SYF
$26.4B
| $196M | 0.06% |
2,941,247
+761,263
|
|
||
281
KBR
KBR
$5.38B
| $196M | 0.06% |
4,090,874
+308,268
|
|
||
282
Regions Financial
RF
$21.2B
| $194M | 0.06% |
8,245,179
+393,055
|
|
||
283
Carvana
CVNA
$43.8B
| $193M | 0.06% |
+573,038
|
|
||
284
Brunswick
BC
$4.18B
| $192M | 0.06% |
3,482,887
+43,361
|
|
||
285
Mohawk Industries
MHK
$6.84B
| $191M | 0.06% |
1,820,314
+398,349
|
|
||
286
Tradeweb Markets
TW
$22.4B
| $191M | 0.06% |
1,301,903
+147,314
|
|
||
287
Highwoods Properties
HIW
$3.13B
| $190M | 0.06% |
6,096,989
-21,712
|
|
||
288
Cameco
CCJ
$42.2B
| $190M | 0.06% |
2,553,523
+337,670
|
|
||
289
Manulife Financial
MFC
$55.5B
| $188M | 0.06% |
5,889,244
-491,711
|
|
||
290
Yum China
YUMC
$16.2B
| $185M | 0.06% |
4,143,044
-42,261
|
|
||
291
Cognizant
CTSH
$35.1B
| $185M | 0.06% |
2,370,476
+822,675
|
|
||
292
Simon Property Group
SPG
$59.6B
| $184M | 0.06% |
1,143,826
-44,620
|
|
||
293
Enbridge
ENB
$101B
| $184M | 0.06% |
4,050,066
-132,127
|
|
||
294
International Paper
IP
$19.3B
| $183M | 0.06% |
3,917,218
+272,017
|
|
||
295
Voya Financial
VOYA
$7.1B
| $183M | 0.06% |
2,574,150
-91,675
|
|
||
296
DTE Energy
DTE
$27.7B
| $182M | 0.06% |
1,375,968
-40,657
|
|
||
297
Ingredion
INGR
$6.89B
| $182M | 0.06% |
1,340,015
+121,387
|
|
||
298
Builders FirstSource
BLDR
$12.1B
| $182M | 0.06% |
1,556,151
+74,681
|
|
||
299
PPL Corp
PPL
$26.8B
| $181M | 0.06% |
5,329,420
-596,660
|
|
||
300
Pool Corp
POOL
$9.61B
| $180M | 0.06% |
616,041
+160,878
|
|