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 | |
|---|---|---|---|---|---|---|
351
Pool Corp
POOL
$8.21B
| $120M | 0.04% |
524,800
-44,436
|
|
||
352
Entegris
ENTG
$19.6B
| $120M | 0.04% |
1,422,902
-61,638
|
|
||
353
Amcor
AMCR
$21.2B
| $120M | 0.04% |
2,867,795
-125,808
|
|
||
354
Advanced Energy
AEIS
$12.5B
| $119M | 0.04% |
566,418
-153,449
|
|
||
355
DuPont de Nemours
DD
$19.7B
| $117M | 0.04% |
2,910,704
-4,752,867
|
|
||
356
Graco
GGG
$15.4B
| $116M | 0.04% |
1,411,232
-120,462
|
|
||
357
Vertiv
VRT
$96.1B
| $115M | 0.04% |
712,226
+3,749
|
|
||
358
Celsius Holdings
CELH
$11.7B
| $115M | 0.04% |
+2,521,231
|
|
||
359
Veeva Systems
VEEV
$31B
| $115M | 0.04% |
516,394
-1,851,158
|
|
||
360
Floor & Decor
FND
$6.92B
| $115M | 0.04% |
1,893,048
+1,168,084
|
|
||
361
Petrobras
PBR
$108B
| $115M | 0.04% |
9,664,426
-1,305,396
|
|
||
362
Acadia Realty Trust
AKR
$2.79B
| $114M | 0.04% |
5,572,852
+2,370,553
|
|
||
363
Zebra Technologies
ZBRA
$11.4B
| $114M | 0.04% |
467,634
-23,265
|
|
||
364
Essential Properties Realty Trust
EPRT
$7.26B
| $113M | 0.04% |
3,803,496
+1,425,082
|
|
||
365
Amer Sports
AS
$20.5B
| $113M | 0.04% |
3,015,491
+1,705,944
|
|
||
366
Tractor Supply
TSCO
$26.6B
| $111M | 0.04% |
2,224,774
+1,388,762
|
|
||
367
Federal Realty Investment Trust
FRT
$9.51B
| $111M | 0.04% |
1,097,323
-474,712
|
|
||
368
Vale
VALE
$68.6B
| $111M | 0.04% |
8,488,758
-1,102,242
|
|
||
369
Kinross Gold
KGC
$40.8B
| $110M | 0.04% |
3,920,099
+273,042
|
|
||
370
Gold Fields
GFI
$45.7B
| $110M | 0.04% |
2,527,832
-559,558
|
|
||
371
Darden Restaurants
DRI
$23.4B
| $108M | 0.03% |
588,293
-25,839
|
|
||
372
Mattel
MAT
$4.79B
| $107M | 0.03% |
5,377,254
-402,188
|
|
||
373
GE HealthCare
GEHC
$36B
| $107M | 0.03% |
1,298,975
-57,103
|
|
||
374
ITT
ITT
$17B
| $106M | 0.03% |
613,682
-334,736
|
|
||
375
Revvity
RVTY
$11B
| $106M | 0.03% |
1,097,539
-48,241
|
|