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 | $567M | |
| 2 | $383M | |
| 3 | $351M | |
| 4 | $345M | |
| 5 | $306M |
Top Sells
| 1 | $1.38B | |
| 2 | $891M | |
| 3 | $795M | |
| 4 | $790M | |
| 5 | $712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.5% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.89% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $171M | 0.06% | 180,706 -15,766 | -8% | -$14.9M | |||
| $171M | 0.06% | 7,852,124 -17,635 | -0.2% | -$383K | |||
| $168M | 0.06% | 895,468 -32,713 | -4% | -$6.15M | |||
| $168M | 0.06% | 2,123,201 +225,196 | +12% | +$17.8M | |||
| $166M | 0.06% | 1,124,710 -272,430 | -20% | -$40.3M | |||
| $166M | 0.06% | 3,632,420 -447,080 | -11% | -$20.5M | |||
| $165M | 0.06% | 2,318,652 -23,395 | -1% | -$1.67M | |||
| $165M | 0.05% | 1,218,628 +22,333 | +2% | +$3.02M | |||
| $164M | 0.05% | 2,763,240 -43,682 | -2% | -$2.59M | |||
| $164M | 0.05% | 7,438,292 -27,157 | -0.4% | -$597K | |||
| $164M | 0.05% | 1,020,522 +930,696 | +1,036% | +$149M | |||
| $162M | 0.05% | 1,421,965 +55,448 | +4% | +$6.33M | |||
| $162M | 0.05% | 1,611,353 -313,849 | -16% | -$31.5M | |||
| $160M | 0.05% | 10,715,445 +820,378 | +8% | +$12.2M | |||
| $159M | 0.05% | 15,932,405 +4,389,959 | +38% | +$43.8M | |||
| $158M | 0.05% | 7,435,037 -514,033 | -6% | -$10.9M | |||
| $158M | 0.05% | 4,757,329 -278,335 | -6% | -$9.23M | |||
| $157M | 0.05% | 1,291,415 +421,165 | +48% | +$51.1M | |||
| $156M | 0.05% | 1,014,418 -18,063 | -2% | -$2.78M | |||
| $155M | 0.05% | 2,317,494 -883,583 | -28% | -$58.9M | |||
| $151M | 0.05% | 1,585,114 -23,338 | -1% | -$2.23M | |||
| $151M | 0.05% | 2,174,179 | New | +$151M | |||
| $150M | 0.05% | 1,790,675 -51,241 | -3% | -$4.28M | |||
| $147M | 0.05% | 5,883,429 -328,648 | -5% | -$8.2M | |||
| $147M | 0.05% | 4,757,518 +385,009 | +9% | +$11.9M |
