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 |
Broadcom
AVGO
|
+$889M |
| 2 |
Mastercard
MA
|
+$731M |
| 3 |
Nasdaq
NDAQ
|
+$612M |
| 4 |
Wells Fargo
WFC
|
+$472M |
| 5 |
LPL Financial
LPLA
|
+$347M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$1.05B |
| 2 |
Visa
V
|
+$948M |
| 3 |
Salesforce
CRM
|
+$578M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$515M |
| 5 |
Eli Lilly
LLY
|
+$482M |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Financials | 20.58% |
| 3 | Industrials | 13.15% |
| 4 | Healthcare | 11.03% |
| 5 | Consumer Discretionary | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Cloudflare
NET
$75.9B
| $130M | 0.04% |
663,648
+344,943
| +108% | +$67.6M |
|
352
ODDITY Tech
ODD
$3.56B
| $129M | 0.04% |
1,709,195
+419,702
| +33% | +$31.7M |
|
353
IBM
IBM
$239B
| $129M | 0.04% |
436,623
+116,109
| +36% | +$34.2M |
|
354
American Homes 4 Rent
AMH
$12.9B
| $128M | 0.04% |
3,558,002
-176,173
| -5% | -$6.35M |
|
|
BRSL
355
Brightstar Lottery PLC
BRSL
$3.19B
| $128M | 0.04% |
8,098,397
-160,555
| -2% | -$2.54M |
|
356
Fifth Third Bancorp
FITB
$30.1B
| $125M | 0.04% |
3,051,189
+145,587
| +5% | +$5.99M |
|
357
Hershey
HSY
$38B
| $124M | 0.04% |
745,848
+35,578
| +5% | +$5.9M |
|
358
Sportradar
SRAD
$9.17B
| $123M | 0.04% |
+4,383,452
| New | +$123M |
|
359
Phillips 66
PSX
$52.6B
| $121M | 0.04% |
1,011,751
+16,156
| +2% | +$1.93M |
|
|
SARO
360
StandardAero, Inc.
SARO
$9B
| $120M | 0.04% |
3,804,038
+52,146
| +1% | +$1.65M |
|
361
Boston Properties
BXP
$12B
| $118M | 0.04% |
1,741,534
-116,507
| -6% | -$7.86M |
|
362
Stryker
SYK
$150B
| $114M | 0.04% |
288,327
-25,706
| -8% | -$10.2M |
|
363
Knight Transportation
KNX
$6.94B
| $114M | 0.04% |
2,575,647
-122,438
| -5% | -$5.42M |
|
364
Hexcel
HXL
$5.12B
| $113M | 0.04% |
2,008,917
-4,958
| -0.2% | -$280K |
|
365
Revvity
RVTY
$10B
| $112M | 0.04% |
1,160,225
+243,689
| +27% | +$23.6M |
|
366
Cooper Companies
COO
$13.7B
| $112M | 0.04% |
1,574,057
+138,971
| +10% | +$9.89M |
|
367
Autoliv
ALV
$9.74B
| $112M | 0.04% |
999,506
+206,200
| +26% | +$23.1M |
|
368
Newell Brands
NWL
$2.65B
| $111M | 0.04% |
20,592,177
-254,515
| -1% | -$1.37M |
|
|
XYZ
369
Block, Inc.
XYZ
$46.2B
| $111M | 0.04% |
1,635,635
-4,063,141
| -71% | -$276M |
|
370
Flowserve
FLS
$7.28B
| $111M | 0.04% |
2,120,075
+165,710
| +8% | +$8.67M |
|
371
Mattel
MAT
$5.96B
| $111M | 0.04% |
5,621,561
+421,580
| +8% | +$8.31M |
|
372
Healthcare Realty
HR
$6.4B
| $109M | 0.03% |
6,859,453
+893,938
| +15% | +$14.2M |
|
373
Nucor
NUE
$33.1B
| $105M | 0.03% |
+813,915
| New | +$105M |
|
374
Lamar Advertising Co
LAMR
$13B
| $105M | 0.03% |
867,266
-50,567
| -6% | -$6.14M |
|
375
GE HealthCare
GEHC
$35.7B
| $102M | 0.03% |
1,373,141
+65,448
| +5% | +$4.85M |
|