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 | |
|---|---|---|---|---|---|---|---|
| $126M | 0.04% | 1,174,679 -83,925 | -7% | -$9.03M | |||
| $125M | 0.04% | 1,858,041 -107,383 | -5% | -$7.22M | |||
| $123M | 0.04% | 592,222 -1,328 | -0.2% | -$276K | |||
| $123M | 0.04% | 995,595 -111,802 | -10% | -$13.8M | |||
| $121M | 0.04% | 710,270 +125,509 | +21% | +$21.5M | |||
| $121M | 0.04% | 1,435,086 +44,826 | +3% | +$3.78M | |||
| $119M | 0.04% | 4,059,410 +113,716 | +3% | +$3.33M | |||
| $118M | 0.04% | 2,656,427 -8,849 | -0.3% | -$395K | |||
| $118M | 0.04% | 1,547,801 -194,691 | -11% | -$14.9M | |||
| $118M | 0.04% | 914,568 -163,667 | -15% | -$21.1M | |||
| $117M | 0.04% | 242,445 +8,124 | +3% | +$3.93M | |||
| $117M | 0.04% | 2,698,085 -1,000 | -0% | -$43.5K | |||
| $117M | 0.04% | 314,033 -6,409 | -2% | -$2.39M | |||
| $115M | 0.04% | 2,179,984 +1,925,217 | +756% | +$102M | |||
| $115M | 0.04% | 794,431 +16,839 | +2% | +$2.44M | |||
| $114M | 0.04% | 2,905,602 | New | +$114M | |||
| $113M | 0.04% | 1,000,811 -2,255 | -0.2% | -$255K | |||
| $112M | 0.04% | 8,030,017 +2,803,862 | +54% | +$39M | |||
| $110M | 0.04% | 2,013,875 +17,512 | +0.9% | +$959K | |||
| $106M | 0.04% | 3,980,463 -8,876 | -0.2% | -$237K | |||
| $106M | 0.04% | 6,827,374 | New | +$106M | |||
| $106M | 0.04% | 2,658,281 -240,534 | -8% | -$9.56M | |||
| $106M | 0.04% | 1,307,693 -2,938 | -0.2% | -$237K | |||
| $105M | 0.04% | 2,121,437 -308,770 | -13% | -$15.3M | |||
| $104M | 0.03% | 917,833 +50,004 | +6% | +$5.69M |
