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 |
Boston Scientific
BSX
|
+$1.3B |
| 2 |
Progressive
PGR
|
+$794M |
| 3 |
Morgan Stanley
MS
|
+$701M |
| 4 |
Icon
ICLR
|
+$474M |
| 5 |
Fiserv
FI
|
+$462M |
Top Sells
| 1 |
Zimmer Biomet
ZBH
|
+$912M |
| 2 |
State Street
STT
|
+$775M |
| 3 |
Accenture
ACN
|
+$578M |
| 4 |
Alibaba
BABA
|
+$562M |
| 5 |
Goldman Sachs
GS
|
+$480M |
Sector Composition
| 1 | Technology | 21.43% |
| 2 | Financials | 18.37% |
| 3 | Healthcare | 14.91% |
| 4 | Industrials | 13.45% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Leidos
LDOS
$23B
| $123M | 0.04% |
1,272,535
+46,658
| +4% | +$4.49M |
|
352
Rogers Communications
RCI
$19.2B
| $122M | 0.04% |
2,652,673
-63,404
| -2% | -$2.92M |
|
|
SAFM
353
DELISTED
Sanderson Farms Inc
SAFM
| $122M | 0.04% |
783,650
+16,754
| +2% | +$2.61M |
|
354
Fortune Brands Innovations
FBIN
$7.05B
| $120M | 0.04% |
1,464,200
+267,746
| +22% | +$21.9M |
|
355
Apollo Global Management
APO
$76.9B
| $118M | 0.04% |
2,516,425
+106,432
| +4% | +$5M |
|
356
O'Reilly Automotive
ORLY
$90.7B
| $118M | 0.04% |
3,491,700
-99,555
| -3% | -$3.37M |
|
357
Alliant Energy
LNT
$16.4B
| $117M | 0.04% |
2,160,259
+508,638
| +31% | +$27.5M |
|
358
Kellanova
K
$27.6B
| $117M | 0.04% |
1,963,496
+637,812
| +48% | +$37.9M |
|
359
Eventbrite
EB
$263M
| $115M | 0.04% |
5,207,751
+1,501,613
| +41% | +$33.3M |
|
360
Albertsons Companies
ACI
$10.5B
| $114M | 0.04% |
5,974,525
+24,376
| +0.4% | +$465K |
|
361
Coca-Cola Europacific Partners
CCEP
$41.6B
| $113M | 0.03% |
2,157,433
+83,246
| +4% | +$4.34M |
|
|
GRP.U
362
Granite Real Estate Investment Trust
GRP.U
$3.47B
| $112M | 0.03% |
1,842,976
+258,586
| +16% | +$15.8M |
|
|
FOE
363
DELISTED
Ferro Corporation
FOE
| $111M | 0.03% |
6,609,187
+541,548
| +9% | +$9.13M |
|
|
STMP
364
DELISTED
Stamps.com, Inc.
STMP
| $111M | 0.03% |
558,033
+180,853
| +48% | +$36.1M |
|
365
Silicon Laboratories
SLAB
$4.45B
| $111M | 0.03% |
785,476
+27,262
| +4% | +$3.85M |
|
366
American Homes 4 Rent
AMH
$12.8B
| $111M | 0.03% |
3,320,565
+94,377
| +3% | +$3.15M |
|
367
W.P. Carey
WPC
$14.8B
| $110M | 0.03% |
1,582,593
-1,035,795
| -40% | -$71.8M |
|
368
Ball Corp
BALL
$13.7B
| $109M | 0.03% |
1,283,862
+14,462
| +1% | +$1.23M |
|
369
Dentsply Sirona
XRAY
$2.77B
| $109M | 0.03% |
1,701,758
+71,961
| +4% | +$4.59M |
|
370
Caesars Entertainment
CZR
$5.28B
| $108M | 0.03% |
1,238,241
+228,727
| +23% | +$20M |
|
371
Five Below
FIVE
$7.88B
| $108M | 0.03% |
565,049
+242,567
| +75% | +$46.3M |
|
372
Ameren
AEE
$26.8B
| $108M | 0.03% |
1,323,995
+56,035
| +4% | +$4.56M |
|
373
UnitedHealth
UNH
$315B
| $108M | 0.03% |
289,311
-356,928
| -55% | -$133M |
|
374
Constellation Brands
STZ
$25.7B
| $107M | 0.03% |
471,122
+154,710
| +49% | +$35.3M |
|
375
Comerica
CMA
$8.88B
| $107M | 0.03% |
1,493,035
+78,105
| +6% | +$5.6M |
|