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 |
Wells Fargo
WFC
|
+$567M |
| 2 |
Netflix
NFLX
|
+$383M |
| 3 |
CBRE Group
CBRE
|
+$351M |
| 4 |
PNC Financial Services
PNC
|
+$345M |
| 5 |
Starbucks
SBUX
|
+$306M |
Top Sells
| 1 |
Tesla
TSLA
|
+$1.38B |
| 2 |
JPMorgan Chase
JPM
|
+$891M |
| 3 |
NVIDIA
NVDA
|
+$795M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$790M |
| 5 |
Aon
AON
|
+$712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.42% |
| 3 | Industrials | 12.36% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
XPO
XPO
$15.3B
| $126M | 0.04% |
1,174,679
-83,925
| -7% | -$9.03M |
|
352
Boston Properties
BXP
$11.7B
| $125M | 0.04% |
1,858,041
-107,383
| -5% | -$7.22M |
|
353
Darden Restaurants
DRI
$24.7B
| $123M | 0.04% |
592,222
-1,328
| -0.2% | -$276K |
|
354
Phillips 66
PSX
$53.1B
| $123M | 0.04% |
995,595
-111,802
| -10% | -$13.8M |
|
355
Hershey
HSY
$37.6B
| $121M | 0.04% |
710,270
+125,509
| +21% | +$21.5M |
|
356
Cooper Companies
COO
$13.4B
| $121M | 0.04% |
1,435,086
+44,826
| +3% | +$3.78M |
|
357
Weyerhaeuser
WY
$18.1B
| $119M | 0.04% |
4,059,410
+113,716
| +3% | +$3.33M |
|
358
Portland General Electric
POR
$4.62B
| $118M | 0.04% |
2,656,427
-8,849
| -0.3% | -$395K |
|
359
Cognizant
CTSH
$33.8B
| $118M | 0.04% |
1,547,801
-194,691
| -11% | -$14.9M |
|
360
ITT
ITT
$13.6B
| $118M | 0.04% |
914,568
-163,667
| -15% | -$21.1M |
|
361
Ameriprise Financial
AMP
$46.4B
| $117M | 0.04% |
242,445
+8,124
| +3% | +$3.93M |
|
362
Knight Transportation
KNX
$6.76B
| $117M | 0.04% |
2,698,085
-1,000
| -0% | -$43.5K |
|
363
Stryker
SYK
$146B
| $117M | 0.04% |
314,033
-6,409
| -2% | -$2.39M |
|
364
Synchrony
SYF
$27.8B
| $115M | 0.04% |
2,179,984
+1,925,217
| +756% | +$102M |
|
365
Applied Materials
AMAT
$130B
| $115M | 0.04% |
794,431
+16,839
| +2% | +$2.44M |
|
366
Fifth Third Bancorp
FITB
$30.1B
| $114M | 0.04% |
+2,905,602
| New | +$114M |
|
367
Zimmer Biomet
ZBH
$20.3B
| $113M | 0.04% |
1,000,811
-2,255
| -0.2% | -$255K |
|
368
Cenovus Energy
CVE
$30.7B
| $112M | 0.04% |
8,030,017
+2,803,862
| +54% | +$39M |
|
369
Hexcel
HXL
$4.93B
| $110M | 0.04% |
2,013,875
+17,512
| +0.9% | +$959K |
|
370
Conagra Brands
CAG
$9.28B
| $106M | 0.04% |
3,980,463
-8,876
| -0.2% | -$237K |
|
371
VF Corp
VFC
$5.85B
| $106M | 0.04% |
+6,827,374
| New | +$106M |
|
372
Viking Holdings
VIK
$27.9B
| $106M | 0.04% |
2,658,281
-240,534
| -8% | -$9.56M |
|
373
GE HealthCare
GEHC
$34.7B
| $106M | 0.04% |
1,307,693
-2,938
| -0.2% | -$237K |
|
374
Nutrien
NTR
$27.9B
| $105M | 0.04% |
2,121,437
-308,770
| -13% | -$15.3M |
|
375
Lamar Advertising Co
LAMR
$12.8B
| $104M | 0.03% |
917,833
+50,004
| +6% | +$5.69M |
|