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 | +$2.54B | |
| 2 | +$500M | |
| 3 | +$489M | |
| 4 |
Danaher
DHR
|
+$487M |
| 5 |
Monster Beverage
MNST
|
+$438M |
Top Sells
| 1 | +$1.9B | |
| 2 | +$1.65B | |
| 3 | +$1.63B | |
| 4 |
NVIDIA
NVDA
|
+$850M |
| 5 |
Mondelez International
MDLZ
|
+$738M |
Sector Composition
| 1 | Technology | 23.02% |
| 2 | Financials | 19.96% |
| 3 | Industrials | 12.58% |
| 4 | Healthcare | 11.72% |
| 5 | Consumer Discretionary | 7.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Stanley Black & Decker
SWK
$12.4B
| $139M | 0.04% |
1,871,839
-1,327,588
|
|
||
327
Nucor
NUE
$40.3B
| $139M | 0.04% |
851,563
-37,427
|
|
||
328
Antero Resources
AR
$11.7B
| $137M | 0.04% |
3,988,300
+2,099,755
|
|
||
329
Ameriprise Financial
AMP
$42.8B
| $137M | 0.04% |
278,462
-14,415
|
|
||
330
Manhattan Associates
MANH
$8.59B
| $136M | 0.04% |
784,835
+108,801
|
|
||
331
FedEx
FDX
$90.3B
| $135M | 0.04% |
466,139
+236,707
|
|
||
332
JB Hunt Transport Services
JBHT
$22.2B
| $133M | 0.04% |
683,651
-324,178
|
|
||
333
Performance Food Group
PFGC
$14.3B
| $133M | 0.04% |
1,476,273
+8,401
|
|
||
334
NNN REIT
NNN
$8.55B
| $132M | 0.04% |
3,334,857
+161,160
|
|
||
335
Generac Holdings
GNRC
$13B
| $131M | 0.04% |
959,337
+536,732
|
|
||
336
Walt Disney
DIS
$183B
| $130M | 0.04% |
1,145,798
-1,394,038
|
|
||
|
BRSL
337
Brightstar Lottery PLC
BRSL
$2.5B
| $130M | 0.04% |
8,382,186
-555,879
|
|
||
338
Ingersoll Rand
IR
$36B
| $129M | 0.04% |
1,623,131
+1,616,445
|
|
||
339
MakeMyTrip
MMYT
$4.65B
| $128M | 0.04% |
1,563,877
+826,143
|
|
||
340
Hershey
HSY
$47B
| $128M | 0.04% |
705,533
-31,002
|
|
||
341
Unity
U
$8.82B
| $128M | 0.04% |
2,905,820
+252,648
|
|
||
342
Nexstar Media Group
NXST
$7.45B
| $128M | 0.04% |
630,137
-12,472
|
|
||
|
343
Mondelez International
MDLZ
$75.2B
| $126M | 0.04% |
2,333,566
-12,814,080
|
|
||
|
Q
344
Qnity Electronics Inc
Q
$25.1B
| $126M | 0.04% |
+1,538,115
|
|
||
345
Biogen
BIIB
$27.9B
| $125M | 0.04% |
712,559
-16,757
|
|
||
346
S&P Global
SPGI
$133B
| $125M | 0.04% |
239,118
+75,200
|
|
||
347
Costco
COST
$447B
| $123M | 0.04% |
142,063
-21,293
|
|
||
348
Advanced Micro Devices
AMD
$329B
| $122M | 0.04% |
570,296
+415,482
|
|
||
349
Jabil
JBL
$26.9B
| $122M | 0.04% |
+533,767
|
|
||
350
Bio-Rad Laboratories Class A
BIO
$7.68B
| $121M | 0.04% |
399,207
+390,593
|
|