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 | $567M | |
| 2 | $383M | |
| 3 | $351M | |
| 4 | $345M | |
| 5 | $306M |
Top Sells
| 1 | $1.38B | |
| 2 | $891M | |
| 3 | $795M | |
| 4 | $790M | |
| 5 | $712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.5% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.89% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $104M | 0.03% | 679,768 +130,218 | +24% | +$19.9M | |||
| $101M | 0.03% | 5,199,981 -1,072,089 | -17% | -$20.8M | |||
| $101M | 0.03% | 5,965,515 | New | +$101M | |||
| $100M | 0.03% | 2,396,120 -556,183 | -19% | -$23.2M | |||
| $100M | 0.03% | 3,751,892 -403,763 | -10% | -$10.8M | |||
| $99.6M | 0.03% | 4,507,327 +45,171 | +1% | +$998K | |||
| $98.9M | 0.03% | 1,369,237 -3,888,920 | -74% | -$281M | |||
| $98.7M | 0.03% | 437,727 -364,005 | -45% | -$82.1M | |||
| $98.1M | 0.03% | 224,062 +459 | +0.2% | +$201K | |||
| $97M | 0.03% | 916,536 -2,070 | -0.2% | -$219K | |||
| $96.9M | 0.03% | 708,415 -23,961 | -3% | -$3.28M | |||
| $96.9M | 0.03% | 5,329,905 +2,558,702 | +92% | +$46.5M | |||
| $95.5M | 0.03% | 1,954,365 +122,161 | +7% | +$5.97M | |||
| $94M | 0.03% | 1,910,364 +321,505 | +20% | +$15.8M | |||
| $91.6M | 0.03% | 7,377,848 -16,639 | -0.2% | -$207K | |||
| $91.4M | 0.03% | 2,196,821 +676,176 | +44% | +$28.1M | |||
| $91.2M | 0.03% | 2,215,853 +56,583 | +3% | +$2.33M | |||
| $89.2M | 0.03% | 4,158,779 +3,603,716 | +649% | +$77.3M | |||
| $87.9M | 0.03% | 1,386,050 +585,365 | +73% | +$37.1M | |||
| $87.9M | 0.03% | 3,729,137 | New | +$87.9M | |||
| $87.5M | 0.03% | 37,532,866 -4,145,140 | -10% | -$9.66M | |||
| $87.2M | 0.03% | 4,109,344 -270,906 | -6% | -$5.75M | |||
| $86.1M | 0.03% | 441,213 -31,620 | -7% | -$6.17M | |||
| $85.1M | 0.03% | 1,256,643 -426,750 | -25% | -$28.9M | |||
| $83.7M | 0.03% | 558,356 +181,104 | +48% | +$27.2M |
