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 | |
|---|---|---|---|---|---|---|---|
| $145M | 0.05% | 455,163 | New | +$145M | |||
| $144M | 0.05% | 810,373 -1,818 | -0.2% | -$324K | |||
| $143M | 0.05% | 3,286,712 +376,229 | +13% | +$16.4M | |||
| $142M | 0.05% | 600,797 -1,364 | -0.2% | -$323K | |||
| $141M | 0.05% | 3,734,175 -195,827 | -5% | -$7.4M | |||
| $140M | 0.05% | 495,105 -45,399 | -8% | -$12.8M | |||
| $139M | 0.05% | 9,714,954 +474,355 | +5% | +$6.8M | |||
| $139M | 0.05% | 1,991,311 -310,010 | -13% | -$21.6M | |||
| $139M | 0.05% | 3,247,468 -45,527 | -1% | -$1.94M | |||
| $138M | 0.05% | 691,000 -83,470 | -11% | -$16.7M | |||
| $138M | 0.05% | 1,724,135 +378,394 | +28% | +$30.3M | |||
| $137M | 0.05% | 1,485,141 +66,412 | +5% | +$6.13M | |||
| $137M | 0.05% | 318,636 -910,206 | -74% | -$390M | |||
| $136M | 0.05% | 2,463,850 -1,724,813 | -41% | -$95M | |||
| $135M | 0.04% | 869,656 -117,179 | -12% | -$18.2M | |||
| $134M | 0.04% | 8,258,952 -319,480 | -4% | -$5.19M | |||
| $134M | 0.04% | 574,030 -1,289 | -0.2% | -$300K | |||
| $132M | 0.04% | 2,524,840 +30,680 | +1% | +$1.61M | |||
| $132M | 0.04% | 1,757,235 -3,891 | -0.2% | -$292K | |||
| $132M | 0.04% | 508,572 -5,326,135 | -91% | -$1.38B | |||
| $131M | 0.04% | 2,181,753 -8,803 | -0.4% | -$528K | |||
| $129M | 0.04% | 20,846,692 +4,273,541 | +26% | +$26.5M | |||
| $128M | 0.04% | 1,084,979 +506,818 | +88% | +$60M | |||
| $128M | 0.04% | 9,084,830 +510,680 | +6% | +$7.2M | |||
| $128M | 0.04% | 1,221,224 +209 | +0% | +$21.9K |
