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 |
Flutter Entertainment
FLUT
|
$849M |
| 2 |
Intuitive Surgical
ISRG
|
$559M |
| 3 |
CDW
CDW
|
$416M |
| 4 |
Philip Morris
PM
|
$408M |
| 5 |
PACCAR
PCAR
|
$325M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.92B |
| 2 |
TSMC
TSM
|
$789M |
| 3 |
Microsoft
MSFT
|
$708M |
| 4 |
JPMorgan Chase
JPM
|
$636M |
| 5 |
Eli Lilly
LLY
|
$561M |
Sector Composition
| 1 | Technology | 21.52% |
| 2 | Financials | 19.51% |
| 3 | Healthcare | 12.79% |
| 4 | Industrials | 12.46% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
eBay
EBAY
$42.5B
| $130M | 0.04% |
1,991,313
-501,670
| -20% | -$32.7M |
|
352
Labcorp
LH
$23B
| $129M | 0.04% |
577,189
+105,443
| +22% | +$23.6M |
|
353
Constellation Brands
STZ
$25.8B
| $129M | 0.04% |
500,031
-13,246
| -3% | -$3.41M |
|
354
Portland General Electric
POR
$4.61B
| $129M | 0.04% |
2,689,348
+544
| +0% | +$26.1K |
|
355
Newell Brands
NWL
$2.65B
| $128M | 0.04% |
16,618,316
+2,634,114
| +19% | +$20.2M |
|
356
Nutrien
NTR
$27.9B
| $126M | 0.04% |
2,623,775
+2,832
| +0.1% | +$136K |
|
357
Wells Fargo
WFC
$254B
| $125M | 0.04% |
2,219,224
-6,351
| -0.3% | -$359K |
|
358
Humana
HUM
$37.3B
| $124M | 0.04% |
391,657
+115,820
| +42% | +$36.7M |
|
359
Stryker
SYK
$150B
| $122M | 0.04% |
338,468
-6,465
| -2% | -$2.34M |
|
360
United Parcel Service
UPS
$71.5B
| $121M | 0.04% |
887,096
-298,854
| -25% | -$40.7M |
|
361
Chemed
CHE
$6.76B
| $121M | 0.04% |
200,686
-41
| -0% | -$24.6K |
|
362
Axon Enterprise
AXON
$58.1B
| $121M | 0.04% |
+301,684
| New | +$121M |
|
363
Mattel
MAT
$5.96B
| $120M | 0.04% |
6,291,976
+27,204
| +0.4% | +$518K |
|
364
Tradeweb Markets
TW
$25.5B
| $118M | 0.04% |
+958,178
| New | +$118M |
|
365
Petrobras
PBR
$78.9B
| $118M | 0.04% |
8,187,026
+617,236
| +8% | +$8.89M |
|
366
Revvity
RVTY
$10B
| $118M | 0.04% |
921,411
+4,022
| +0.4% | +$514K |
|
|
XYZ
367
Block, Inc.
XYZ
$46.2B
| $117M | 0.03% |
1,738,708
+1,538,849
| +770% | +$103M |
|
368
Rogers Communications
RCI
$19.3B
| $116M | 0.03% |
2,896,489
+1,375,043
| +90% | +$55M |
|
369
Arista Networks
ANET
$176B
| $114M | 0.03% |
1,193,204
-326,848
| -22% | -$31.4M |
|
370
Albertsons Companies
ACI
$10.8B
| $114M | 0.03% |
6,170,601
+1,239,978
| +25% | +$22.9M |
|
371
Lamar Advertising Co
LAMR
$13B
| $114M | 0.03% |
850,509
-86,931
| -9% | -$11.6M |
|
372
Hershey
HSY
$38B
| $112M | 0.03% |
586,565
+139,831
| +31% | +$26.8M |
|
373
Legend Biotech
LEGN
$6.39B
| $111M | 0.03% |
2,275,158
+314,449
| +16% | +$15.3M |
|
374
Altria Group
MO
$110B
| $109M | 0.03% |
2,140,634
-971
| -0% | -$49.6K |
|
375
Nova
NVMI
$8.11B
| $109M | 0.03% |
521,634
-123,569
| -19% | -$25.7M |
|