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 |
Meta Platforms (Facebook)
META
|
+$1.49B |
| 2 |
Eli Lilly
LLY
|
+$784M |
| 3 |
NVIDIA
NVDA
|
+$544M |
| 4 |
Spotify
SPOT
|
+$510M |
| 5 |
Kenvue
KVUE
|
+$493M |
Top Sells
| 1 |
Adobe
ADBE
|
+$1.02B |
| 2 |
Thermo Fisher Scientific
TMO
|
+$698M |
| 3 |
Danaher
DHR
|
+$657M |
| 4 |
Intuit
INTU
|
+$622M |
| 5 |
Boston Scientific
BSX
|
+$562M |
Sector Composition
| 1 | Technology | 21.36% |
| 2 | Financials | 17.98% |
| 3 | Healthcare | 14.07% |
| 4 | Industrials | 13.34% |
| 5 | Consumer Discretionary | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
MetLife
MET
$52.7B
| $109M | 0.04% |
1,935,096
+121,860
| +7% | +$6.89M |
|
352
Halliburton
HAL
$18.5B
| $109M | 0.04% |
3,297,619
+45,806
| +1% | +$1.51M |
|
353
Evergy
EVRG
$16.4B
| $108M | 0.04% |
1,854,863
+13,189
| +0.7% | +$771K |
|
354
Hanover Insurance
THG
$6.41B
| $107M | 0.04% |
946,402
+22,441
| +2% | +$2.54M |
|
355
Ambev
ABEV
$34.6B
| $106M | 0.03% |
33,403,760
+1,492,255
| +5% | +$4.75M |
|
356
Chemours
CC
$2.5B
| $106M | 0.03% |
2,874,664
+944,049
| +49% | +$34.8M |
|
357
Boeing
BA
$174B
| $106M | 0.03% |
500,343
+85,832
| +21% | +$18.1M |
|
358
Fortune Brands Innovations
FBIN
$7.05B
| $102M | 0.03% |
1,423,362
+22,948
| +2% | +$1.65M |
|
359
Alexandria Real Estate Equities
ARE
$14.3B
| $102M | 0.03% |
900,948
+15,809
| +2% | +$1.79M |
|
360
American Homes 4 Rent
AMH
$12.8B
| $102M | 0.03% |
2,871,899
+46,393
| +2% | +$1.64M |
|
361
Celanese
CE
$4.89B
| $101M | 0.03% |
868,444
-150,630
| -15% | -$17.4M |
|
362
Timken Company
TKR
$5.3B
| $98.1M | 0.03% |
1,071,468
-89,492
| -8% | -$8.19M |
|
363
CSX Corp
CSX
$60B
| $97.2M | 0.03% |
2,851,699
-961,287
| -25% | -$32.8M |
|
364
Ascendis Pharma
ASND
$12.3B
| $97.1M | 0.03% |
1,087,522
-270,052
| -20% | -$24.1M |
|
365
Teleflex
TFX
$5.76B
| $96M | 0.03% |
396,575
+155,084
| +64% | +$37.5M |
|
366
PayPal
PYPL
$64.7B
| $95.8M | 0.03% |
1,435,263
-409,278
| -22% | -$27.3M |
|
367
Revvity
RVTY
$9.87B
| $91.8M | 0.03% |
773,202
-1,512,197
| -66% | -$180M |
|
368
Thomson Reuters
TRI
$79.2B
| $90.6M | 0.03% |
671,385
-3,726
| -0.6% | -$503K |
|
|
SUM
369
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $90.5M | 0.03% |
+2,390,384
| New | +$90.5M |
|
370
Global Payments
GPN
$21.1B
| $89.7M | 0.03% |
910,306
-203,627
| -18% | -$20.1M |
|
371
Visteon
VC
$3.46B
| $88.4M | 0.03% |
615,334
+41,876
| +7% | +$6.01M |
|
372
Nutrien
NTR
$27.4B
| $87M | 0.03% |
1,473,962
+364,970
| +33% | +$21.6M |
|
373
Alaska Air
ALK
$7.18B
| $86.7M | 0.03% |
1,630,600
+26,296
| +2% | +$1.4M |
|
374
Jacobs Solutions
J
$17.2B
| $86.3M | 0.03% |
877,207
+37,620
| +4% | +$3.7M |
|
375
Empire State Realty Trust
ESRT
$1.29B
| $86.2M | 0.03% |
11,513,466
+173,154
| +2% | +$1.3M |
|