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 | +$2.68B | |
| 2 | +$830M | |
| 3 | +$829M | |
| 4 |
Broadcom
AVGO
|
+$826M |
| 5 |
Arista Networks
ANET
|
+$805M |
Top Sells
| 1 | +$1.03B | |
| 2 | +$966M | |
| 3 | +$656M | |
| 4 |
Intuitive Surgical
ISRG
|
+$623M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$619M |
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 | |
|---|---|---|---|---|---|---|
326
Prosperity Bancshares
PB
$7.06B
| $150M | 0.05% |
2,257,209
-36,844
|
|
||
327
Q2 Holdings
QTWO
$4.3B
| $148M | 0.05% |
2,039,416
+213,415
|
|
||
328
Zebra Technologies
ZBRA
$13.3B
| $146M | 0.05% |
490,899
-30,886
|
|
||
329
Ameriprise Financial
AMP
$47.1B
| $144M | 0.04% |
292,877
+30,044
|
|
||
330
Kimco Realty
KIM
$14B
| $140M | 0.04% |
6,399,020
-694,582
|
|
||
331
Petrobras
PBR
$81.6B
| $139M | 0.04% |
10,969,822
-2,033,913
|
|
||
332
Manhattan Associates
MANH
$10.5B
| $139M | 0.04% |
676,034
+312,858
|
|
||
333
Hershey
HSY
$40.4B
| $138M | 0.04% |
736,535
-9,313
|
|
||
334
Entegris
ENTG
$15.8B
| $137M | 0.04% |
1,484,540
+265,486
|
|
||
335
JB Hunt Transport Services
JBHT
$19.6B
| $135M | 0.04% |
1,007,829
-105,381
|
|
||
336
NNN REIT
NNN
$7.97B
| $135M | 0.04% |
3,173,697
-292,837
|
|
||
337
Fifth Third Bancorp
FITB
$32.1B
| $134M | 0.04% |
3,013,190
-37,999
|
|
||
338
Ashland
ASH
$2.95B
| $134M | 0.04% |
2,800,071
-47,255
|
|
||
339
Builders FirstSource
BLDR
$14B
| $134M | 0.04% |
1,101,986
-454,165
|
|
||
340
Canadian Natural Resources
CNQ
$72.1B
| $133M | 0.04% |
4,161,061
-438,863
|
|
||
341
Portland General Electric
POR
$5.54B
| $131M | 0.04% |
2,985,941
+564,379
|
|
||
342
Lamar Advertising Co
LAMR
$13.2B
| $130M | 0.04% |
1,064,441
+197,175
|
|
||
343
Graco
GGG
$14.4B
| $130M | 0.04% |
1,531,694
-127,688
|
|
||
344
Gold Fields
GFI
$44.6B
| $130M | 0.04% |
3,087,390
-98,289
|
|
||
345
Nexstar Media Group
NXST
$6.45B
| $127M | 0.04% |
642,609
+75,228
|
|
||
346
Mirion Technologies
MIR
$6.41B
| $125M | 0.04% |
5,391,772
+1,558,104
|
|
||
347
Dollar General
DG
$33.2B
| $125M | 0.04% |
1,208,615
-10,564
|
|
||
348
Advanced Energy
AEIS
$8.98B
| $122M | 0.04% |
719,867
+111,467
|
|
||
349
Amcor
AMCR
$20.4B
| $122M | 0.04% |
14,968,014
-190,579
|
|
||
350
Healthcare Realty
HR
$6.07B
| $122M | 0.04% |
6,782,485
-76,968
|
|