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 |
Electronic Arts
EA
|
+$282M |
| 2 |
Illinois Tool Works
ITW
|
+$198M |
| 3 |
Northrop Grumman
NOC
|
+$195M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$180M |
| 5 |
State Street
STT
|
+$153M |
Top Sells
| 1 |
Honeywell
HON
|
+$4.42B |
| 2 |
Thermo Fisher Scientific
TMO
|
+$370M |
| 3 |
Meta Platforms (Facebook)
META
|
+$281M |
| 4 |
Eli Lilly
LLY
|
+$274M |
| 5 |
Accenture
ACN
|
+$258M |
Sector Composition
| 1 | Financials | 20.62% |
| 2 | Technology | 17.37% |
| 3 | Healthcare | 15.7% |
| 4 | Industrials | 11.83% |
| 5 | Communication Services | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Starwood Property Trust
STWD
$7.6B
| $61.7M | 0.03% |
2,869,198
-133,509
| -4% | -$2.87M |
|
377
Church & Dwight Co
CHD
$22.7B
| $61.1M | 0.03% |
1,028,446
-55,076
| -5% | -$3.27M |
|
378
Ingredion
INGR
$8.09B
| $60.5M | 0.02% |
+576,464
| New | +$60.5M |
|
379
Five Below
FIVE
$8.04B
| $60.4M | 0.02% |
464,480
+45,800
| +11% | +$5.96M |
|
380
Xerox
XRX
$461M
| $60.3M | 0.02% |
2,235,005
+25,233
| +1% | +$681K |
|
381
CACI
CACI
$10.6B
| $59.3M | 0.02% |
322,024
-243,258
| -43% | -$44.8M |
|
382
American Homes 4 Rent
AMH
$12.7B
| $58.1M | 0.02% |
2,653,479
+248,359
| +10% | +$5.44M |
|
383
Best Buy
BBY
$16.1B
| $58M | 0.02% |
731,038
+112,447
| +18% | +$8.92M |
|
384
Verint Systems
VRNT
$1.23B
| $57.3M | 0.02% |
2,244,838
+158,781
| +8% | +$4.05M |
|
385
Plains All American Pipeline
PAA
$12.2B
| $56.1M | 0.02% |
2,243,795
-304,669
| -12% | -$7.62M |
|
|
WRK
386
DELISTED
WestRock Company
WRK
| $55.4M | 0.02% |
+1,036,996
| New | +$55.4M |
|
387
SBA Communications
SBAC
$20.8B
| $55.4M | 0.02% |
344,922
-277,945
| -45% | -$44.6M |
|
388
Banco Bradesco
BBD
$33.1B
| $54.7M | 0.02% |
12,342,815
+490,935
| +4% | +$2.18M |
|
389
NCR Voyix
VYX
$1.73B
| $54.2M | 0.02% |
3,109,691
+158,982
| +5% | +$2.77M |
|
390
FirstEnergy
FE
$25B
| $53.9M | 0.02% |
1,450,515
+77,748
| +6% | +$2.89M |
|
391
GoDaddy
GDDY
$20.1B
| $53.8M | 0.02% |
645,391
+421,833
| +189% | +$35.2M |
|
392
Vail Resorts
MTN
$5.37B
| $53.7M | 0.02% |
195,666
+17,366
| +10% | +$4.77M |
|
393
Equinix
EQIX
$76.8B
| $53.6M | 0.02% |
123,864
+27,224
| +28% | +$11.8M |
|
394
Clearway Energy Class A
CWEN.A
$3.19B
| $53.3M | 0.02% |
2,798,136
-160
| -0% | -$3.05K |
|
395
Boston Properties
BXP
$11.7B
| $52.8M | 0.02% |
428,890
+115,310
| +37% | +$14.2M |
|
396
Sealed Air
SEE
$4.83B
| $52.5M | 0.02% |
1,308,212
+55,912
| +4% | +$2.24M |
|
397
SiteOne Landscape Supply
SITE
$6.36B
| $51.5M | 0.02% |
683,635
-201,867
| -23% | -$15.2M |
|
|
FOE
398
DELISTED
Ferro Corporation
FOE
| $51.5M | 0.02% |
2,216,520
+655,644
| +42% | +$15.2M |
|
|
AGR
399
DELISTED
Avangrid, Inc.
AGR
| $50.9M | 0.02% |
1,061,499
-308,402
| -23% | -$14.8M |
|
400
Curtiss-Wright
CW
$18.5B
| $49.7M | 0.02% |
361,433
+19,457
| +6% | +$2.67M |
|