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 | +$2.5B | |
| 2 | +$768M | |
| 3 | +$741M | |
| 4 |
Apple
AAPL
|
+$737M |
| 5 |
Arista Networks
ANET
|
+$712M |
Top Sells
| 1 | +$1.04B | |
| 2 | +$979M | |
| 3 | +$654M | |
| 4 |
Intuitive Surgical
ISRG
|
+$623M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$533M |
Sector Composition
| 1 | Technology | 23.93% |
| 2 | Financials | 19.63% |
| 3 | Industrials | 12.8% |
| 4 | Healthcare | 10.81% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Cencora
COR
$68.1B
| $206M | 0.06% |
657,710
-159,854
|
|
||
277
PPG Industries
PPG
$22.8B
| $203M | 0.06% |
1,935,096
-32,650
|
|
||
278
Yum China
YUMC
$18.6B
| $203M | 0.06% |
4,734,295
+591,251
|
|
||
279
Mercado Libre
MELI
$84.7B
| $203M | 0.06% |
86,699
+10,849
|
|
||
280
Ferguson
FERG
$44.6B
| $202M | 0.06% |
901,004
-128,676
|
|
||
281
Highwoods Properties
HIW
$2.36B
| $201M | 0.06% |
6,302,750
+205,761
|
|
||
282
Voya Financial
VOYA
$6.15B
| $199M | 0.06% |
2,662,301
+88,151
|
|
||
283
Bank of Montreal
BMO
$95.7B
| $199M | 0.06% |
1,525,417
-57,165
|
|
||
284
Lear
LEA
$5.79B
| $199M | 0.06% |
1,974,530
-116,845
|
|
||
285
Diamondback Energy
FANG
$51.4B
| $198M | 0.06% |
1,385,428
+122,921
|
|
||
286
Vertex Pharmaceuticals
VRTX
$119B
| $197M | 0.06% |
503,160
-781,194
|
|
||
287
Delta Air Lines
DAL
$38.4B
| $193M | 0.06% |
3,408,321
-43,097
|
|
||
288
Columbia Banking Systems
COLB
$7.75B
| $193M | 0.06% |
7,495,780
+1,497,177
|
|
||
289
PPL Corp
PPL
$28.9B
| $192M | 0.06% |
5,164,325
-165,095
|
|
||
290
NetEase
NTES
$74.4B
| $190M | 0.06% |
1,251,145
-251,757
|
|
||
291
Universal Health Services
UHS
$11.8B
| $188M | 0.06% |
920,445
-6,224
|
|
||
292
Ameren
AEE
$31B
| $187M | 0.06% |
1,787,278
+79,763
|
|
||
293
DTE Energy
DTE
$31.1B
| $184M | 0.06% |
1,301,006
-74,962
|
|
||
294
Manulife Financial
MFC
$56B
| $184M | 0.06% |
5,899,080
+9,836
|
|
||
295
Enbridge
ENB
$118B
| $184M | 0.06% |
3,641,220
-408,846
|
|
||
296
Plains GP Holdings
PAGP
$4.58B
| $181M | 0.06% |
9,938,527
-179,432
|
|
||
297
International Paper
IP
$19.7B
| $178M | 0.06% |
3,834,791
-82,427
|
|
||
298
Pool Corp
POOL
$7.6B
| $177M | 0.05% |
569,236
-46,805
|
|
||
299
Oracle
ORCL
$446B
| $176M | 0.05% |
625,135
-1,237,540
|
|
||
300
Sysco
SYY
$40.9B
| $175M | 0.05% |
2,129,749
-26,944
|
|